ZIM
OZK icon

Zacks Investment Management’s Bank OZK OZK Stock Holding History

Zacks Investment 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
2017
Q2 		– Sell
-25,086
Closed -$1.3M – 660
2017
Q1 		$1.3M Buy
+25,086
New +$1.35M 0.03% 299
2016
Q2 		– Sell
-18,647
Closed -$783K – 690
2016
Q1 		$783K Buy
+18,647
New +$785K 0.02% 371

Other funds holding OZK

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Zacks Investment Management's OZK Position: Q2 2017 in Review

Zacks Investment Management sold out of Bank OZK (OZK) in Q2 2017, closing a stake of 25,086 shares — an estimated $1.3M sold.

Zacks Investment Management first reported a position in OZK in Q1 2016 and held it in 2 quarters. The position peaked at $1.3M in Q1 2017. 344 funds tracked by Wall St. Rank hold OZK as of Q2 2017.

  • Zacks Investment Management reported no remaining Bank OZK position as of Q2 2017 after selling out during the quarter.
  • Zacks Investment Management sold 25,086 Bank OZK shares in Q2 2017, an estimated $1.3M.
  • Zacks Investment Management first reported a position in Bank OZK in Q1 2016 and held it in 2 quarters.
  • Zacks Investment Management's Bank OZK position peaked at $1.3M in Q1 2017.
  • 344 funds tracked by Wall St. Rank held Bank OZK as of Q2 2017.

Based on Zacks Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.