AG
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Algert Global’s OceanFirst Financial OCFC Stock Holding History

Algert Global’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41,722
Closed -$776K – 1283
2024
Q3 		$776K Sell
41,722
-6,570
-14% -$113K 0.02% 803
2024
Q2 		$767K Buy
48,292
+5,388
+13% +$81.4K 0.03% 752
2024
Q1 		$704K Buy
42,904
+7,130
+20% +$115K 0.03% 701
2023
Q4 		$621K Buy
35,774
+13,240
+59% +$193K 0.03% 754
2023
Q3 		$326K Hold
22,534
– – 0.02% 872
2023
Q2 		$352K Buy
22,534
+10,570
+88% +$165K 0.02% 883
2023
Q1 		$221K Sell
11,964
-5,414
-31% -$120K 0.01% 1012
2022
Q4 		$369K Hold
17,378
– – 0.02% 889
2022
Q3 		$324K Buy
17,378
+5,767
+50% +$115K 0.02% 933
2022
Q2 		$222K Hold
11,611
– – 0.02% 997
2022
Q1 		$233K Sell
11,611
-2,727
-19% -$60.8K 0.02% 1018
2021
Q4 		$318K Sell
14,338
-4,210
-23% -$91.8K 0.04% 706
2021
Q3 		$397K Buy
+18,548
New +$380K 0.05% 641

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Algert Global's OCFC Position: Q4 2024 in Review

Algert Global sold out of OceanFirst Financial (OCFC) in Q4 2024, closing a stake of 41,722 shares — an estimated $776K sold.

Algert Global first reported a position in OCFC in Q3 2021 and held it in 13 quarters. The position peaked at $776K in Q3 2024. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

  • Algert Global reported no remaining OceanFirst Financial position as of Q4 2024 after selling out during the quarter.
  • Algert Global sold 41,722 OceanFirst Financial shares in Q4 2024, an estimated $776K.
  • Algert Global first reported a position in OceanFirst Financial in Q3 2021 and held it in 13 quarters.
  • Algert Global's OceanFirst Financial position peaked at $776K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on Algert Global's 13F filing for Q4 2024, filed 14 Feb 2025.