SCG
OZK icon

Strategic Capital Group’s Bank OZK OZK Stock Holding History

Strategic Capital Group’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
2014
Q2 		$1.6M Buy
+47,821
New +$1.48M 0.5% 67

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

Strategic Capital Group's OZK Position: Q2 2014 in Review

Strategic Capital Group opened a new position in Bank OZK (OZK) in Q2 2014: 47,821 shares worth $1.6M. The stake represents 0.5% of the portfolio and ranks #67 among its holdings.

201 funds tracked by Wall St. Rank hold OZK as of Q2 2014.

  • Strategic Capital Group held 47,821 shares of Bank OZK worth $1.6M as of Q2 2014.
  • Bank OZK was a new Strategic Capital Group position in Q2 2014.
  • Bank OZK made up 0.5% of Strategic Capital Group's portfolio in Q2 2014, its #67 holding.
  • 201 funds tracked by Wall St. Rank held Bank OZK as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.