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Bell Investment Advisors’s OceanFirst Financial OCFC Stock Holding History

Bell Investment 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
2023
Q2 		– Sell
-20
Closed -$370 – 1968
2023
Q1 		$370 Buy
+20
New +$443 ﹤0.01% 1888

Other funds holding OCFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bell Investment Advisors's OCFC Position: Q2 2023 in Review

Bell Investment Advisors sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 20 shares — an estimated $370 sold.

Bell Investment Advisors first reported a position in OCFC in Q1 2023 and held it in 1 quarter. The position peaked at $370 in Q1 2023. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • Bell Investment Advisors reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 20 OceanFirst Financial shares in Q2 2023, an estimated $370.
  • Bell Investment Advisors first reported a position in OceanFirst Financial in Q1 2023 and held it in 1 quarter.
  • Bell Investment Advisors's OceanFirst Financial position peaked at $370 in Q1 2023.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.