Wasatch Small Cap Value Fund OZK Holdings History
Wasatch Small Cap Value Fund's Bank OZK Holding Summary
As of 2025-03-31, WASATCH FUNDS TRUST held 833,276.00 shares of Bank OZK(OZK), totaling $36.21 Mil. This investment constitutes 2.49% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.74% of the outstanding Bank OZK(OZK) stock.
The initial trade took place in 2020Q2. And since then Wasatch Small Cap Value Fund has made 9 purchases of OZK, at an average price of $32.46, for a total of 1.64 Mil shares. In addition, there have been 9 sales at an average price of $40.61 for 805,841.00 shares. Based on historical transaction data and OZK's current price of $51.17, Wasatch Small Cap Value Fund's estimated gain on his OZK holdings is $22.15 Mil, reflecting a 41.63% gain to date.
Wasatch Small Cap Value Fund OZK ($51.17) Holding Chart
Wasatch Small Cap Value Fund OZK ($51.17) 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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