PI
OZK icon

PEAK6 Investments’s Bank OZK OZK Stock Holding History

PEAK6 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
2024
Q3 		$6.89M Buy
160,300
+11,000
+7% +$468K 0.02% 766
2024
Q2 		$6.12M Buy
149,300
+116,900
+361% +$5.09M 0.02% 745
2024
Q1 		$1.47M Sell
32,400
-300
-0.9% -$13.4K ﹤0.01% 1658
2023
Q4 		$1.63M Buy
32,700
+12,700
+64% +$523K 0.01% 1689
2023
Q3 		$741K Sell
20,000
-18,800
-48% -$762K ﹤0.01% 2061
2023
Q2 		$1.56M Sell
38,800
-134,700
-78% -$4.83M 0.01% 1377
2023
Q1 		$5.93M Buy
173,500
+16,300
+10% +$684K 0.03% 628
2022
Q4 		$6.3M Buy
157,200
+130,600
+491% +$5.61M 0.04% 584
2022
Q3 		$1.05M Sell
26,600
-26,500
-50% -$1.07M ﹤0.01% 2155
2022
Q2 		$2.1M Buy
53,100
+27,300
+106% +$1.08M ﹤0.01% 2275
2022
Q1 		$1.1M Buy
+25,800
New +$1.2M ﹤0.01% 2410
2021
Q3 		– Sell
-5,900
Closed -$249K – 5599
2021
Q2 		$249K Buy
5,900
+5,200
+743% +$217K ﹤0.01% 3840
2021
Q1 		$29K Sell
700
-38,700
-98% -$1.52M ﹤0.01% 4586
2020
Q4 		$1.23M Sell
39,400
-138,200
-78% -$3.73M ﹤0.01% 2281
2020
Q3 		$3.74M Buy
177,600
+29,900
+20% +$697K 0.01% 1161
2020
Q2 		$3.47M Buy
147,700
+128,300
+661% +$2.75M 0.01% 1057
2020
Q1 		$324K Buy
+19,400
New +$499K ﹤0.01% 2438
2019
Q4 		– Sell
-4,800
Closed -$130K – 3876
2019
Q3 		$130K Buy
+4,800
New +$133K ﹤0.01% 3117
2018
Q4 		– Sell
-2,700
Closed -$102K – 4487
2018
Q3 		$102K Buy
+2,700
New +$111K ﹤0.01% 3525

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

PEAK6 Investments's OZK Position: Q3 2024 in Review

PEAK6 Investments sold out of Bank OZK (OZK) in Q3 2024, closing a stake of 5,635 shares — an estimated $240K sold.

PEAK6 Investments first reported a position in OZK in Q3 2018 and held it in 15 quarters. The position peaked at $2.04M in Q1 2021. 437 funds tracked by Wall St. Rank hold OZK as of Q3 2024.

  • PEAK6 Investments reported no remaining Bank OZK position as of Q3 2024 after selling out during the quarter.
  • PEAK6 Investments sold 5,635 Bank OZK shares in Q3 2024, an estimated $240K.
  • PEAK6 Investments first reported a position in Bank OZK in Q3 2018 and held it in 15 quarters.
  • PEAK6 Investments's Bank OZK position peaked at $2.04M in Q1 2021.
  • 437 funds tracked by Wall St. Rank held Bank OZK as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.