tru Independence’s Bank OZK OZK Stock Holding History

tru Independence’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	-400	Closed	-$7	–	912
2020 Q1	$7	Hold	400	–	–	﹤0.01%	485
2019 Q4	$7K	Buy	+400	New	+$11.7K	﹤0.01%	622

Other funds holding OZK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

tru Independence's OZK Position: Q2 2020 in Review

tru Independence sold out of Bank OZK (OZK) in Q2 2020, closing a stake of 400 shares — an estimated $7 sold.

tru Independence first reported a position in OZK in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 289 funds tracked by Wall St. Rank hold OZK as of Q2 2020.

tru Independence reported no remaining Bank OZK position as of Q2 2020 after selling out during the quarter.
tru Independence sold 400 Bank OZK shares in Q2 2020, an estimated $7.
tru Independence first reported a position in Bank OZK in Q4 2019 and held it in 2 quarters.
tru Independence's Bank OZK position peaked at $7K in Q4 2019.
289 funds tracked by Wall St. Rank held Bank OZK as of Q2 2020.

Based on tru Independence's 13F filing for Q2 2020, filed 19 Aug 2020.