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Piedmont Investment Advisors’s Bank OZK OZK Stock Holding History

Piedmont Investment 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
2020
Q1 		– Sell
-9,088
Closed -$277K – 867
2019
Q4 		$277K Sell
9,088
-1,716
-16% -$50.3K 0.01% 787
2019
Q3 		$295K Sell
10,804
-866
-7% -$24.1K 0.01% 745
2019
Q2 		$351K Buy
+11,670
New +$362K 0.01% 701
2018
Q3 		– Sell
-47
Closed -$2K – 1910
2018
Q2 		$2K Buy
+47
New +$2.24K ﹤0.01% 2614

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Piedmont Investment Advisors's OZK Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of Bank OZK (OZK) in Q1 2020, closing a stake of 9,088 shares — an estimated $277K sold.

Piedmont Investment Advisors first reported a position in OZK in Q2 2018 and held it in 4 quarters. The position peaked at $351K in Q2 2019. 290 funds tracked by Wall St. Rank hold OZK as of Q1 2020.

  • Piedmont Investment Advisors reported no remaining Bank OZK position as of Q1 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 9,088 Bank OZK shares in Q1 2020, an estimated $277K.
  • Piedmont Investment Advisors first reported a position in Bank OZK in Q2 2018 and held it in 4 quarters.
  • Piedmont Investment Advisors's Bank OZK position peaked at $351K in Q2 2019.
  • 290 funds tracked by Wall St. Rank held Bank OZK as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.