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Nierenberg Investment Management Company’s Bank OZK OZK Stock Holding History

Nierenberg Investment Management Company’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,855
Closed -$373K – 41
2021
Q2 		$373K Buy
+8,855
New +$369K 0.31% 24

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Nierenberg Investment Management Company's OZK Position: Q3 2021 in Review

Nierenberg Investment Management Company sold out of Bank OZK (OZK) in Q3 2021, closing a stake of 8,855 shares — an estimated $373K sold.

Nierenberg Investment Management Company first reported a position in OZK in Q2 2021 and held it in 1 quarter. The position peaked at $373K in Q2 2021. 352 funds tracked by Wall St. Rank hold OZK as of Q3 2021.

  • Nierenberg Investment Management Company reported no remaining Bank OZK position as of Q3 2021 after selling out during the quarter.
  • Nierenberg Investment Management Company sold 8,855 Bank OZK shares in Q3 2021, an estimated $373K.
  • Nierenberg Investment Management Company first reported a position in Bank OZK in Q2 2021 and held it in 1 quarter.
  • Nierenberg Investment Management Company's Bank OZK position peaked at $373K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held Bank OZK as of Q3 2021.

Based on Nierenberg Investment Management Company's 13F filing for Q3 2021, filed 10 Nov 2021.