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ALPS Advisors’s OceanFirst Financial OCFC Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-19,091
Closed -$331K – 1042
2023
Q4 		$331K Sell
19,091
-1,087
-5% -$15.8K ﹤0.01% 806
2023
Q3 		$292K Buy
20,178
+5,008
+33% +$84.3K ﹤0.01% 892
2023
Q2 		$237K Buy
15,170
+120
+0.8% +$1.87K ﹤0.01% 960
2023
Q1 		$278K Buy
+15,050
New +$333K ﹤0.01% 944
2021
Q4 		– Sell
-10,031
Closed -$215K – 948
2021
Q3 		$215K Sell
10,031
-2,185
-18% -$44.8K ﹤0.01% 895
2021
Q2 		$255K Sell
12,216
-437
-3% -$9.78K ﹤0.01% 887
2021
Q1 		$303K Sell
12,653
-3,058
-19% -$65.8K ﹤0.01% 819
2020
Q4 		$293K Sell
15,711
-1,745
-10% -$28.6K ﹤0.01% 728
2020
Q3 		$239K Buy
+17,456
New +$274K ﹤0.01% 797
2019
Q3 		– Sell
-15,687
Closed -$390K – 950
2019
Q2 		$390K Sell
15,687
-827
-5% -$20.3K ﹤0.01% 662
2019
Q1 		$397K Buy
+16,514
New +$401K ﹤0.01% 725
2018
Q3 		– Sell
-16,511
Closed -$495K – 1045
2018
Q2 		$495K Sell
16,511
-776
-4% -$21.9K ﹤0.01% 586
2018
Q1 		$462K Sell
17,287
-1,569
-8% -$42.3K ﹤0.01% 647
2017
Q4 		$495K Hold
18,856
– – ﹤0.01% 571
2017
Q3 		$518K Buy
+18,856
New +$491K ﹤0.01% 434

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's OCFC Position: Q1 2024 in Review

ALPS Advisors sold out of OceanFirst Financial (OCFC) in Q1 2024, closing a stake of 19,091 shares — an estimated $331K sold.

ALPS Advisors first reported a position in OCFC in Q3 2017 and held it in 15 quarters. The position peaked at $518K in Q3 2017. 195 funds tracked by Wall St. Rank hold OCFC as of Q1 2024.

  • ALPS Advisors reported no remaining OceanFirst Financial position as of Q1 2024 after selling out during the quarter.
  • ALPS Advisors sold 19,091 OceanFirst Financial shares in Q1 2024, an estimated $331K.
  • ALPS Advisors first reported a position in OceanFirst Financial in Q3 2017 and held it in 15 quarters.
  • ALPS Advisors's OceanFirst Financial position peaked at $518K in Q3 2017.
  • 195 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2024.

Based on ALPS Advisors's 13F filing for Q1 2024, filed 14 May 2024.