Blue Trust Inc’s OceanFirst Financial OCFC Stock Holding History

Blue Trust Inc’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	-30	Closed	–	–	2552
2023 Q4	$0	Buy	+30	New	+$437	﹤0.01%	2641

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Blue Trust Inc's OCFC Position: Q1 2024 in Review

Blue Trust Inc sold out of OceanFirst Financial (OCFC) in Q1 2024, closing a stake of 30 shares.

Blue Trust Inc first reported a position in OCFC in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 195 funds tracked by Wall St. Rank hold OCFC as of Q1 2024.

Blue Trust Inc reported no remaining OceanFirst Financial position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 30 OceanFirst Financial shares in Q1 2024.
Blue Trust Inc first reported a position in OceanFirst Financial in Q4 2023 and held it in 1 quarter.
Blue Trust Inc's OceanFirst Financial position peaked at $0 in Q4 2023.
195 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.