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D.A. Davidson & Co’s OceanFirst Financial OCFC Stock Holding History

D.A. Davidson & Co’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
2022
Q3 		– Sell
-12,742
Closed -$244K – 1336
2022
Q2 		$244K Sell
12,742
-1,972
-13% -$37.8K ﹤0.01% 1097
2022
Q1 		$296K Hold
14,714
– – ﹤0.01% 1078
2021
Q4 		$327K Buy
14,714
+1,211
+9% +$26.4K ﹤0.01% 1026
2021
Q3 		$289K Buy
13,503
+450
+3% +$9.22K ﹤0.01% 1028
2021
Q2 		$272K Buy
+13,053
New +$292K ﹤0.01% 1031
2017
Q3 		– Sell
-623
Closed -$16K – 1703
2017
Q2 		$16K Buy
623
+17
+3% +$464 ﹤0.01% 1878
2017
Q1 		$17K Buy
606
+19
+3% +$553 ﹤0.01% 1876
2016
Q4 		$17K Hold
587
– – ﹤0.01% 1973
2016
Q3 		$11K Buy
+587
New +$11.2K ﹤0.01% 2023

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

D.A. Davidson & Co's OCFC Position: Q3 2022 in Review

D.A. Davidson & Co sold out of OceanFirst Financial (OCFC) in Q3 2022, closing a stake of 12,742 shares — an estimated $244K sold.

D.A. Davidson & Co first reported a position in OCFC in Q3 2016 and held it in 9 quarters. The position peaked at $327K in Q4 2021. 183 funds tracked by Wall St. Rank hold OCFC as of Q3 2022.

  • D.A. Davidson & Co reported no remaining OceanFirst Financial position as of Q3 2022 after selling out during the quarter.
  • D.A. Davidson & Co sold 12,742 OceanFirst Financial shares in Q3 2022, an estimated $244K.
  • D.A. Davidson & Co first reported a position in OceanFirst Financial in Q3 2016 and held it in 9 quarters.
  • D.A. Davidson & Co's OceanFirst Financial position peaked at $327K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2022.

Based on D.A. Davidson & Co's 13F filing for Q3 2022, filed 7 Nov 2022.