CMF
OCFC icon

Counterpoint Mutual Funds’s OceanFirst Financial OCFC Stock Holding History

Counterpoint Mutual Funds’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
-5,667
Closed -$105K – 426
2023
Q1 		$105K Buy
+5,667
New +$126K 0.09% 232

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Counterpoint Mutual Funds's OCFC Position: Q2 2023 in Review

Counterpoint Mutual Funds sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 5,667 shares — an estimated $105K sold.

Counterpoint Mutual Funds first reported a position in OCFC in Q1 2023 and held it in 1 quarter. The position peaked at $105K in Q1 2023. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • Counterpoint Mutual Funds reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 5,667 OceanFirst Financial shares in Q2 2023, an estimated $105K.
  • Counterpoint Mutual Funds first reported a position in OceanFirst Financial in Q1 2023 and held it in 1 quarter.
  • Counterpoint Mutual Funds's OceanFirst Financial position peaked at $105K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2023, filed 13 Jul 2023.