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C.M. Bidwell & Associates’s OceanFirst Financial OCFC Stock Holding History

C.M. Bidwell & Associates’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
-8,360
Closed -$154K – 566
2023
Q1 		$154K Buy
+8,360
New +$185K 0.12% 151

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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

C.M. Bidwell & Associates's OCFC Position: Q2 2023 in Review

C.M. Bidwell & Associates sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 8,360 shares — an estimated $154K sold.

C.M. Bidwell & Associates first reported a position in OCFC in Q1 2023 and held it in 1 quarter. The position peaked at $154K in Q1 2023. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • C.M. Bidwell & Associates reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 8,360 OceanFirst Financial shares in Q2 2023, an estimated $154K.
  • C.M. Bidwell & Associates first reported a position in OceanFirst Financial in Q1 2023 and held it in 1 quarter.
  • C.M. Bidwell & Associates's OceanFirst Financial position peaked at $154K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.