KENNEDY CAPITAL SMALL CAP VALUE FUND OZK Holdings History
KENNEDY CAPITAL SMALL CAP VALUE FUND's Bank OZK Holding Summary
As of 2025-03-31, Investment Managers Series Trust II held 9,416.00 shares of Bank OZK(OZK), totaling $409,130.00. This investment constitutes 1.9% of their stock portfolio, and Investment Managers Series Trust II now holds 0.01% of the outstanding Bank OZK(OZK) stock.
The initial trade took place in 2022Q2. And since then KENNEDY CAPITAL SMALL CAP VALUE FUND has made 9 purchases of OZK, at an average price of $41.24, for a total of 10,255.00 shares. In addition, there have been 1 sales at an average price of $40.51 for 839.00 shares. Based on historical transaction data and OZK's current price of $47.13, KENNEDY CAPITAL SMALL CAP VALUE FUND's estimated gain on his OZK holdings is $54,805.88, reflecting a 12.96% gain to date.
KENNEDY CAPITAL SMALL CAP VALUE FUND OZK ($47.13) Holding Chart
KENNEDY CAPITAL SMALL CAP VALUE FUND OZK ($47.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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