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EA Series Trust’s OceanFirst Financial OCFC Stock Holding History

EA Series Trust’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 		$2.45M Buy
+156,592
New +$2.44M 0.09% 331

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

EA Series Trust's OCFC Position: Q2 2023 in Review

EA Series Trust opened a new position in OceanFirst Financial (OCFC) in Q2 2023: 156,592 shares worth $2.45M. The stake represents 0.09% of the portfolio and ranks #331 among its holdings.

171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • EA Series Trust held 156,592 shares of OceanFirst Financial worth $2.45M as of Q2 2023.
  • OceanFirst Financial was a new EA Series Trust position in Q2 2023.
  • OceanFirst Financial made up 0.09% of EA Series Trust's portfolio in Q2 2023, its #331 holding.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.