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Otter Creek Advisors’s Bank OZK OZK Stock Holding History

Otter Creek Advisors’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
2017
Q4 		– Sell
-103,200
Closed -$4.96M – 79
2017
Q3 		$4.96M Buy
+103,200
New +$4.6M 0.64% 63
2017
Q2 		– Sell
-104,000
Closed -$5.41M – 87
2017
Q1 		$5.41M Sell
104,000
-77,600
-43% -$4.17M 0.8% 59
2016
Q4 		$9.55M Buy
+181,600
New +$8.09M 1.11% 36
2016
Q2 		– Sell
-46,700
Closed -$1.96M – 83
2016
Q1 		$1.96M Sell
46,700
-40,300
-46% -$1.7M 0.36% 72
2015
Q4 		$4.3M Buy
+87,000
New +$4.37M 1.26% 32
2015
Q1 		$2.22M Buy
+60,000
New +$2.14M 1.5% 28

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return