Polar Asset Management Partners’s Bank OZK OZK Stock Holding History

Polar Asset Management Partners’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
2021 Q4	–	Sell	-7,390	Closed	-$318K	–	1448
2021 Q3	$318K	Buy	+7,390	New	+$308K	﹤0.01%	916
2020 Q4	–	Sell	-33,878	Closed	-$722K	–	878
2020 Q3	$722K	Buy	+33,878	New	+$789K	0.01%	328

Other funds holding OZK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Polar Asset Management Partners's OZK Position: Q4 2021 in Review

Polar Asset Management Partners sold out of Bank OZK (OZK) in Q4 2021, closing a stake of 7,390 shares — an estimated $318K sold.

Polar Asset Management Partners first reported a position in OZK in Q3 2020 and held it in 2 quarters. The position peaked at $722K in Q3 2020. 357 funds tracked by Wall St. Rank hold OZK as of Q4 2021.

Polar Asset Management Partners reported no remaining Bank OZK position as of Q4 2021 after selling out during the quarter.
Polar Asset Management Partners sold 7,390 Bank OZK shares in Q4 2021, an estimated $318K.
Polar Asset Management Partners first reported a position in Bank OZK in Q3 2020 and held it in 2 quarters.
Polar Asset Management Partners's Bank OZK position peaked at $722K in Q3 2020.
357 funds tracked by Wall St. Rank held Bank OZK as of Q4 2021.

Based on Polar Asset Management Partners's 13F filing for Q4 2021, filed 14 Feb 2022.