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Synovus Financial’s Bank OZK OZK Stock Holding History

Synovus Financial’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
2020
Q2 		– Sell
-2,066
Closed -$35K – 1963
2020
Q1 		$35K Buy
+2,066
New +$53.1K ﹤0.01% 1214
2016
Q4 		– Sell
-5,000
Closed -$192K – 1091
2016
Q3 		$192K Sell
5,000
-5,000
-50% -$190K ﹤0.01% 507
2016
Q2 		$375K Hold
10,000
– – 0.01% 378
2016
Q1 		$420K Buy
+10,000
New +$421K 0.01% 355

Other funds holding OZK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Synovus Financial's OZK Position: Q2 2020 in Review

Synovus Financial sold out of Bank OZK (OZK) in Q2 2020, closing a stake of 2,066 shares — an estimated $35K sold.

Synovus Financial first reported a position in OZK in Q1 2016 and held it in 4 quarters. The position peaked at $420K in Q1 2016. 290 funds tracked by Wall St. Rank hold OZK as of Q2 2020.

  • Synovus Financial reported no remaining Bank OZK position as of Q2 2020 after selling out during the quarter.
  • Synovus Financial sold 2,066 Bank OZK shares in Q2 2020, an estimated $35K.
  • Synovus Financial first reported a position in Bank OZK in Q1 2016 and held it in 4 quarters.
  • Synovus Financial's Bank OZK position peaked at $420K in Q1 2016.
  • 290 funds tracked by Wall St. Rank held Bank OZK as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.