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OZK icon

PEAK6 Group’s Bank OZK OZK Stock Holding History

PEAK6 Group’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
Q2 		– Sell
-11,031
Closed -$525K – 5165
2017
Q1 		$574K Sell
11,031
-247,398
-96% -$13.3M 0.03% 2145
2016
Q4 		$13.6M Buy
258,429
+215,493
+502% +$9.6M 0.6% 241
2016
Q3 		$1.65M Buy
+42,936
New +$1.63M 0.09% 1404
2016
Q2 		– Sell
-13,615
Closed -$537K – 5063
2016
Q1 		$571K Buy
+13,615
New +$573K 0.04% 2160
2015
Q4 		– Sell
-5,879
Closed -$295K – 5513
2015
Q3 		$257K Buy
+5,879
New +$256K 0.01% 3517
2013
Q4 		– Sell
-64,976
Closed -$780K – 5544
2013
Q3 		$780K Buy
64,976
+41,026
+171% +$964K 0.02% 2418
2013
Q2 		$519 Buy
+23,950
New +$510K ﹤0.01% 2742

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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