Pictet Asset Management (Switzerland)’s Bank OZK OZK Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$551K	Hold	13,710	–	–	﹤0.01%	1196
2023 Q1	$469K	Hold	13,710	–	–	﹤0.01%	1277
2022 Q4	$549K	Buy	13,710 +5,230	+62%	+$225K	﹤0.01%	1211
2022 Q3	$335K	Hold	8,480	–	–	﹤0.01%	1197
2022 Q2	$318K	Hold	8,480	–	–	﹤0.01%	1248
2022 Q1	$362K	Hold	8,480	–	–	﹤0.01%	1267
2021 Q4	$395K	Hold	8,480	–	–	﹤0.01%	1275
2021 Q3	$364K	Buy	+8,480	New	+$353K	﹤0.01%	1328

Other funds holding OZK

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s OZK Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Bank OZK (OZK) position steady in Q2 2023 at 13,710 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Pictet Asset Management (Switzerland) first reported a position in OZK in Q3 2021 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold OZK as of Q2 2023.

Pictet Asset Management (Switzerland) held 13,710 shares of Bank OZK worth $551K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Bank OZK share count unchanged in Q2 2023.
Bank OZK made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1196 holding.
Pictet Asset Management (Switzerland) first reported a position in Bank OZK in Q3 2021 and has held it in 8 quarters since.
362 funds tracked by Wall St. Rank held Bank OZK as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.