Voss Capital’s Bank OZK OZK Stock Holding History

Voss Capital’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
2023 Q2	–	Sell	-25,000	Closed	-$855K	–	55
2023 Q1	$855K	Buy	+25,000	New	+$1.05M	0.11%	32

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Voss Capital's OZK Position: Q2 2023 in Review

Voss Capital sold out of Bank OZK (OZK) in Q2 2023, closing a stake of 25,000 shares — an estimated $855K sold.

Voss Capital first reported a position in OZK in Q1 2023 and held it in 1 quarter. The position peaked at $855K in Q1 2023. 362 funds tracked by Wall St. Rank hold OZK as of Q2 2023.

Voss Capital reported no remaining Bank OZK position as of Q2 2023 after selling out during the quarter.
Voss Capital sold 25,000 Bank OZK shares in Q2 2023, an estimated $855K.
Voss Capital first reported a position in Bank OZK in Q1 2023 and held it in 1 quarter.
Voss Capital's Bank OZK position peaked at $855K in Q1 2023.
362 funds tracked by Wall St. Rank held Bank OZK as of Q2 2023.

Based on Voss Capital's 13F filing for Q2 2023, filed 28 Jul 2023.