SSWM
OZK icon

Sheets Smith Wealth Management’s Bank OZK OZK Stock Holding History

Sheets Smith Wealth Management’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
-11,009
Closed -$573K – 310
2017
Q1 		$573K Sell
11,009
-109
-1% -$5.86K 0.15% 171
2016
Q4 		$585K Buy
+11,118
New +$495K 0.16% 167
2016
Q1 		– Sell
-20,808
Closed -$1.03M – 255
2015
Q4 		$1.03M Buy
20,808
+3,459
+20% +$174K 0.31% 86
2015
Q3 		$759K Sell
17,349
-8,507
-33% -$371K 0.26% 109
2015
Q2 		$1.18M Sell
25,856
-10
-0% -$425 0.32% 96
2015
Q1 		$955K Buy
25,866
+119
+0.5% +$4.24K 0.26% 118
2014
Q4 		$976K Buy
+25,747
New +$899K 0.25% 118

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