Aperio Group’s OceanFirst Financial OCFC Stock Holding History

Aperio Group’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
2020 Q4	$770K	Sell	41,306 -3,557	-8%	-$58.2K	﹤0.01%	1737
2020 Q3	$614K	Sell	44,863 -5,443	-11%	-$85.5K	﹤0.01%	1703
2020 Q2	$887K	Buy	50,306 +32,788	+187%	+$525K	﹤0.01%	1471
2020 Q1	$279K	Buy	+17,518	New	+$370K	﹤0.01%	1944
2019 Q3	–	Sell	-9,040	Closed	-$225K	–	2613
2019 Q2	$225K	Buy	+9,040	New	+$222K	﹤0.01%	2136

Other funds holding OCFC

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's OCFC Position: Q4 2020 in Review

Aperio Group reduced its OceanFirst Financial (OCFC) stake by 7.9% in Q4 2020, selling an estimated $58.2K and leaving 41,306 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Aperio Group first reported a position in OCFC in Q2 2019 and has held it in 5 quarters since. The position peaked at $887K in Q2 2020. 141 funds tracked by Wall St. Rank hold OCFC as of Q4 2020.

Aperio Group held 41,306 shares of OceanFirst Financial worth $770K as of Q4 2020.
Aperio Group sold 3,557 OceanFirst Financial shares in Q4 2020, an estimated $58.2K.
OceanFirst Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1737 holding.
Aperio Group first reported a position in OceanFirst Financial in Q2 2019 and has held it in 5 quarters since.
Aperio Group's OceanFirst Financial position peaked at $887K in Q2 2020.
141 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.