CFS
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CRA Financial Services’s OceanFirst Financial OCFC Stock Holding History

CRA Financial Services’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
Q2 		– Sell
-25,453
Closed -$418K – 255
2024
Q1 		$418K Buy
25,453
+139
+0.5% +$2.24K 0.09% 137
2023
Q4 		$439K Buy
25,314
+696
+3% +$10.1K 0.11% 126
2023
Q3 		$356K Buy
24,618
+126
+0.5% +$2.12K 0.1% 133
2023
Q2 		$383K Buy
24,492
+692
+3% +$10.8K 0.1% 126
2023
Q1 		$440K Buy
23,800
+83
+0.3% +$1.84K 0.13% 115
2022
Q4 		$504K Buy
23,717
+87
+0.4% +$1.9K 0.16% 105
2022
Q3 		$440K Sell
23,630
-1,104
-4% -$22.1K 0.16% 111
2022
Q2 		$473K Buy
24,734
+12,553
+103% +$241K 0.16% 110
2022
Q1 		$245K Buy
12,181
+816
+7% +$18.2K 0.07% 178
2021
Q4 		$252K Sell
11,365
-695
-6% -$15.2K 0.07% 179
2021
Q3 		$258K Buy
12,060
+433
+4% +$8.87K 0.09% 166
2021
Q2 		$242K Buy
11,627
+378
+3% +$8.46K 0.08% 162
2021
Q1 		$269K Sell
11,249
-4,701
-29% -$101K 0.1% 140
2020
Q4 		$297K Sell
15,950
-3,866
-20% -$63.3K 0.12% 120
2020
Q3 		$271K Buy
19,816
+275
+1% +$4.32K 0.13% 114
2020
Q2 		$345K Sell
19,541
-418
-2% -$6.69K 0.18% 98
2020
Q1 		$318K Buy
19,959
+7,234
+57% +$153K 0.2% 99
2019
Q4 		$325K Buy
12,725
+500
+4% +$12K 0.18% 107
2019
Q3 		$289K Hold
12,225
– – 0.17% 107
2019
Q2 		$304K Buy
+12,225
New +$301K 0.18% 104

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CRA Financial Services's OCFC Position: Q2 2024 in Review

CRA Financial Services sold out of OceanFirst Financial (OCFC) in Q2 2024, closing a stake of 25,453 shares — an estimated $418K sold.

CRA Financial Services first reported a position in OCFC in Q2 2019 and held it in 20 quarters. The position peaked at $504K in Q4 2022. 183 funds tracked by Wall St. Rank hold OCFC as of Q2 2024.

  • CRA Financial Services reported no remaining OceanFirst Financial position as of Q2 2024 after selling out during the quarter.
  • CRA Financial Services sold 25,453 OceanFirst Financial shares in Q2 2024, an estimated $418K.
  • CRA Financial Services first reported a position in OceanFirst Financial in Q2 2019 and held it in 20 quarters.
  • CRA Financial Services's OceanFirst Financial position peaked at $504K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2024.

Based on CRA Financial Services's 13F filing for Q2 2024, filed 12 Jul 2024.