Annapolis Financial Services’s OceanFirst Financial OCFC Stock Holding History

Annapolis Financial Services’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 Q3	$32.5K	Hold	1,750	–	–	0.01%	187
2024 Q2	$27.8K	Hold	1,750	–	–	0.01%	193
2024 Q1	$28.7K	Hold	1,750	–	–	0.01%	191
2023 Q4	$30.4K	Hold	1,750	–	–	0.01%	242
2023 Q3	$25.3K	Hold	1,750	–	–	0.01%	246
2023 Q2	$27.3K	Hold	1,750	–	–	0.01%	240
2023 Q1	$32.3K	Hold	1,750	–	–	0.01%	209
2022 Q4	$37.2K	Hold	1,750	–	–	0.01%	192
2022 Q3	$33K	Hold	1,750	–	–	0.01%	204
2022 Q2	$33K	Hold	1,750	–	–	0.01%	209
2022 Q1	$35K	Hold	1,750	–	–	0.01%	214
2021 Q4	$39K	Hold	1,750	–	–	0.01%	208
2021 Q3	$37K	Buy	+1,750	New	+$35.9K	0.01%	195

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Annapolis Financial Services's OCFC Position: Q3 2024 in Review

Annapolis Financial Services held its OceanFirst Financial (OCFC) position steady in Q3 2024 at 1,750 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #187.

Annapolis Financial Services first reported a position in OCFC in Q3 2021 and has held it in 13 quarters since. The position peaked at $39K in Q4 2021. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

Annapolis Financial Services held 1,750 shares of OceanFirst Financial worth $32.5K as of Q3 2024.
Annapolis Financial Services left its OceanFirst Financial share count unchanged in Q3 2024.
OceanFirst Financial made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #187 holding.
Annapolis Financial Services first reported a position in OceanFirst Financial in Q3 2021 and has held it in 13 quarters since.
Annapolis Financial Services's OceanFirst Financial position peaked at $39K in Q4 2021.
194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.