Wright Investors Service’s Bank OZK OZK Stock Holding History

Wright Investors Service’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
2018 Q2	–	Sell	-25,460	Closed	-$1.23M	–	171
2018 Q1	$1.23M	Buy	+25,460	New	+$1.29M	0.42%	65

Other funds holding OZK

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wright Investors Service's OZK Position: Q2 2018 in Review

Wright Investors Service sold out of Bank OZK (OZK) in Q2 2018, closing a stake of 25,460 shares — an estimated $1.23M sold.

Wright Investors Service first reported a position in OZK in Q1 2018 and held it in 1 quarter. The position peaked at $1.23M in Q1 2018. 338 funds tracked by Wall St. Rank hold OZK as of Q2 2018.

Wright Investors Service reported no remaining Bank OZK position as of Q2 2018 after selling out during the quarter.
Wright Investors Service sold 25,460 Bank OZK shares in Q2 2018, an estimated $1.23M.
Wright Investors Service first reported a position in Bank OZK in Q1 2018 and held it in 1 quarter.
Wright Investors Service's Bank OZK position peaked at $1.23M in Q1 2018.
338 funds tracked by Wall St. Rank held Bank OZK as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.