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Vectors Research Management’s Bank OZK OZK Stock Holding History

Vectors Research 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
2020
Q1 		– Sell
-1,500
Closed -$46K – 540
2019
Q4 		$46K Hold
1,500
– – 0.02% 190
2019
Q3 		$41K Hold
1,500
– – 0.02% 182
2019
Q2 		$45K Hold
1,500
– – 0.02% 171
2019
Q1 		$43K Hold
1,500
– – 0.02% 173
2018
Q4 		$34K Hold
1,500
– – 0.02% 235
2018
Q3 		$68K Buy
+1,500
New +$61.6K 0.04% 161

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vectors Research Management's OZK Position: Q1 2020 in Review

Vectors Research Management sold out of Bank OZK (OZK) in Q1 2020, closing a stake of 1,500 shares — an estimated $46K sold.

Vectors Research Management first reported a position in OZK in Q3 2018 and held it in 6 quarters. The position peaked at $68K in Q3 2018. 289 funds tracked by Wall St. Rank hold OZK as of Q1 2020.

  • Vectors Research Management reported no remaining Bank OZK position as of Q1 2020 after selling out during the quarter.
  • Vectors Research Management sold 1,500 Bank OZK shares in Q1 2020, an estimated $46K.
  • Vectors Research Management first reported a position in Bank OZK in Q3 2018 and held it in 6 quarters.
  • Vectors Research Management's Bank OZK position peaked at $68K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held Bank OZK as of Q1 2020.

Based on Vectors Research Management's 13F filing for Q1 2020, filed 14 May 2020.