Sachetta’s Bank OZK OZK Stock Holding History

Sachetta’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 Q4	–	Sell	-13	Closed	-$559	–	1261
2024 Q3	$559	Sell	13 -36	-73%	-$1.53K	﹤0.01%	1134
2024 Q2	$2.31K	Buy	+49	New	+$2.13K	﹤0.01%	788

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sachetta's OZK Position: Q4 2024 in Review

Sachetta sold out of Bank OZK (OZK) in Q4 2024, closing a stake of 13 shares — an estimated $559 sold.

Sachetta first reported a position in OZK in Q2 2024 and held it in 2 quarters. The position peaked at $2.31K in Q2 2024. 468 funds tracked by Wall St. Rank hold OZK as of Q4 2024.

Sachetta reported no remaining Bank OZK position as of Q4 2024 after selling out during the quarter.
Sachetta sold 13 Bank OZK shares in Q4 2024, an estimated $559.
Sachetta first reported a position in Bank OZK in Q2 2024 and held it in 2 quarters.
Sachetta's Bank OZK position peaked at $2.31K in Q2 2024.
468 funds tracked by Wall St. Rank held Bank OZK as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.