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Atom Investors’s OceanFirst Financial OCFC Stock Holding History

Atom Investors’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
Q2 		– Sell
-20,086
Closed -$330K – 606
2024
Q1 		$330K Sell
20,086
-714
-3% -$11.5K 0.04% 398
2023
Q4 		$361K Buy
20,800
+4,666
+29% +$68K 0.06% 329
2023
Q3 		$233K Buy
+16,134
New +$272K 0.05% 354
2020
Q4 		– Sell
-22,174
Closed -$304K – 513
2020
Q3 		$304K Sell
22,174
-65,110
-75% -$1.02M 0.03% 295
2020
Q2 		$1.54M Sell
87,284
-50,801
-37% -$813K 0.1% 167
2020
Q1 		$2.2M Buy
138,085
+76,951
+126% +$1.63M 0.19% 106
2019
Q4 		$1.56M Sell
61,134
-35,984
-37% -$866K 0.13% 137
2019
Q3 		$2.29M Buy
97,118
+79,850
+462% +$1.86M 0.16% 149
2019
Q2 		$429K Buy
+17,268
New +$425K 0.03% 312

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Atom Investors's OCFC Position: Q2 2024 in Review

Atom Investors sold out of OceanFirst Financial (OCFC) in Q2 2024, closing a stake of 20,086 shares — an estimated $330K sold.

Atom Investors first reported a position in OCFC in Q2 2019 and held it in 9 quarters. The position peaked at $2.29M in Q3 2019. 183 funds tracked by Wall St. Rank hold OCFC as of Q2 2024.

  • Atom Investors reported no remaining OceanFirst Financial position as of Q2 2024 after selling out during the quarter.
  • Atom Investors sold 20,086 OceanFirst Financial shares in Q2 2024, an estimated $330K.
  • Atom Investors first reported a position in OceanFirst Financial in Q2 2019 and held it in 9 quarters.
  • Atom Investors's OceanFirst Financial position peaked at $2.29M in Q3 2019.
  • 183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2024.

Based on Atom Investors's 13F filing for Q2 2024, filed 14 Aug 2024.