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Northwest & Ethical Investments’s Bank OZK OZK Stock Holding History

Northwest & Ethical Investments’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
2018
Q1 		– Sell
-17,150
Closed -$831K – 366
2017
Q4 		$831K Sell
17,150
-1,400
-8% -$65K 0.05% 295
2017
Q3 		$891K Hold
18,550
– – 0.06% 293
2017
Q2 		$869K Buy
+18,550
New +$882K 0.06% 296

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest & Ethical Investments's OZK Position: Q1 2018 in Review

Northwest & Ethical Investments sold out of Bank OZK (OZK) in Q1 2018, closing a stake of 17,150 shares — an estimated $831K sold.

Northwest & Ethical Investments first reported a position in OZK in Q2 2017 and held it in 3 quarters. The position peaked at $891K in Q3 2017. 365 funds tracked by Wall St. Rank hold OZK as of Q1 2018.

  • Northwest & Ethical Investments reported no remaining Bank OZK position as of Q1 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 17,150 Bank OZK shares in Q1 2018, an estimated $831K.
  • Northwest & Ethical Investments first reported a position in Bank OZK in Q2 2017 and held it in 3 quarters.
  • Northwest & Ethical Investments's Bank OZK position peaked at $891K in Q3 2017.
  • 365 funds tracked by Wall St. Rank held Bank OZK as of Q1 2018.

Based on Northwest & Ethical Investments's 13F filing for Q1 2018, filed 8 Jul 2025.