Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s OceanFirst Financial OCFC Stock Holding History

Cambridge Investment Research 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
2024
Q3 		– Sell
-16,157
Closed -$257K – 3495
2024
Q2 		$257K Buy
16,157
+3,354
+26% +$50.7K ﹤0.01% 2829
2024
Q1 		$210K Buy
+12,803
New +$207K ﹤0.01% 2989

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cambridge Investment Research Advisors's OCFC Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of OceanFirst Financial (OCFC) in Q3 2024, closing a stake of 16,157 shares — an estimated $257K sold.

Cambridge Investment Research Advisors first reported a position in OCFC in Q1 2024 and held it in 2 quarters. The position peaked at $257K in Q2 2024. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining OceanFirst Financial position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,157 OceanFirst Financial shares in Q3 2024, an estimated $257K.
  • Cambridge Investment Research Advisors first reported a position in OceanFirst Financial in Q1 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's OceanFirst Financial position peaked at $257K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.