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OZK icon

Pier Capital’s Bank OZK OZK Stock Holding History

Pier Capital’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
-102,362
Closed -$5.32M – 129
2017
Q1 		$5.32M Sell
102,362
-51,018
-33% -$2.74M 0.91% 72
2016
Q4 		$8.07M Buy
153,380
+11,101
+8% +$494K 1.46% 3
2016
Q3 		$5.46M Buy
142,279
+71,491
+101% +$2.71M 0.97% 65
2016
Q2 		$2.66M Sell
70,788
-45,376
-39% -$1.79M 0.48% 96
2016
Q1 		$4.88M Sell
116,164
-4,461
-4% -$188K 0.94% 65
2015
Q4 		$5.97M Sell
120,625
-32,417
-21% -$1.63M 1.03% 50
2015
Q3 		$6.7M Buy
153,042
+1,126
+0.7% +$49.1K 1.09% 23
2015
Q2 		$6.95M Sell
151,916
-40,688
-21% -$1.73M 1% 46
2015
Q1 		$7.11M Sell
192,604
-14,021
-7% -$499K 1.07% 34
2014
Q4 		$7.83M Sell
206,625
-893
-0.4% -$31.2K 1.16% 22
2014
Q3 		$6.54M Sell
207,518
-2,234
-1% -$72.1K 1.05% 40
2014
Q2 		$7.02M Sell
209,752
-25,348
-11% -$787K 1% 44
2014
Q1 		$8M Buy
+235,100
New +$7.31M 1.03% 37

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
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return