CD
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Chapin Davis’s OceanFirst Financial OCFC Stock Holding History

Chapin Davis’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
-11,944
Closed -$190K – 242
2024
Q2 		$190K Hold
11,944
– – 0.06% 214
2024
Q1 		$196K Hold
11,944
– – 0.07% 217
2023
Q4 		$207K Buy
+11,944
New +$174K 0.09% 197

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

Chapin Davis's OCFC Position: Q3 2024 in Review

Chapin Davis sold out of OceanFirst Financial (OCFC) in Q3 2024, closing a stake of 11,944 shares — an estimated $190K sold.

Chapin Davis first reported a position in OCFC in Q4 2023 and held it in 3 quarters. The position peaked at $207K in Q4 2023. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

  • Chapin Davis reported no remaining OceanFirst Financial position as of Q3 2024 after selling out during the quarter.
  • Chapin Davis sold 11,944 OceanFirst Financial shares in Q3 2024, an estimated $190K.
  • Chapin Davis first reported a position in OceanFirst Financial in Q4 2023 and held it in 3 quarters.
  • Chapin Davis's OceanFirst Financial position peaked at $207K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on Chapin Davis's 13F filing for Q3 2024, filed 7 Oct 2024.