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Brinker Capital Investments’s OceanFirst Financial OCFC Stock Holding History

Brinker Capital Investments’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
2022
Q1 		– Sell
-9,508
Closed -$211K – 1408
2021
Q4 		$211K Sell
9,508
-170
-2% -$3.71K ﹤0.01% 1344
2021
Q3 		$202K Hold
9,678
– – ﹤0.01% 1258
2021
Q2 		$202K Buy
9,678
+85
+0.9% +$1.9K ﹤0.01% 1310
2021
Q1 		$230K Buy
+9,593
New +$206K ﹤0.01% 1123

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brinker Capital Investments's OCFC Position: Q1 2022 in Review

Brinker Capital Investments sold out of OceanFirst Financial (OCFC) in Q1 2022, closing a stake of 9,508 shares — an estimated $211K sold.

Brinker Capital Investments first reported a position in OCFC in Q1 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2021. 188 funds tracked by Wall St. Rank hold OCFC as of Q1 2022.

  • Brinker Capital Investments reported no remaining OceanFirst Financial position as of Q1 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 9,508 OceanFirst Financial shares in Q1 2022, an estimated $211K.
  • Brinker Capital Investments first reported a position in OceanFirst Financial in Q1 2021 and held it in 4 quarters.
  • Brinker Capital Investments's OceanFirst Financial position peaked at $230K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2022.

Based on Brinker Capital Investments's 13F filing for Q1 2022, filed 16 May 2022.