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Elizabeth Park Capital Advisors’s OceanFirst Financial OCFC Stock Holding History

Elizabeth Park Capital Advisors’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
-141,007
Closed -$2.61M – 54
2023
Q1 		$2.61M Sell
141,007
-55,965
-28% -$1.24M 1.67% 35
2022
Q4 		$4.19M Hold
196,972
– – 1.87% 24
2022
Q3 		$3.67M Sell
196,972
-28,000
-12% -$560K 1.68% 32
2022
Q2 		$4.3M Sell
224,972
-27,000
-11% -$518K 1.85% 22
2022
Q1 		$5.07M Hold
251,972
– – 1.84% 25
2021
Q4 		$5.59M Hold
251,972
– – 2.15% 20
2021
Q3 		$5.39M Buy
251,972
+70,261
+39% +$1.44M 1.9% 27
2021
Q2 		$3.79M Hold
181,711
– – 1.45% 32
2021
Q1 		$4.35M Buy
181,711
+10,000
+6% +$215K 1.45% 29
2020
Q4 		$3.2M Buy
+171,711
New +$2.81M 1.37% 29
2018
Q4 		– Sell
-175,505
Closed -$4.78M – 35
2018
Q3 		$4.78M Buy
175,505
+10,920
+7% +$319K 1.33% 31
2018
Q2 		$4.93M Buy
164,585
+6,097
+4% +$172K 1.34% 31
2018
Q1 		$4.24M Hold
158,488
– – 1.21% 31
2017
Q4 		$4.16M Buy
158,488
+12,200
+8% +$332K 1.34% 30
2017
Q3 		$4.02M Hold
146,288
– – 1.56% 29
2017
Q2 		$3.97M Hold
146,288
– – 1.56% 30
2017
Q1 		$4.12M Hold
146,288
– – 1.71% 29
2016
Q4 		$4.39M Hold
146,288
– – 1.87% 22
2016
Q3 		$2.82M Buy
146,288
+2,900
+2% +$55.3K 1.24% 29
2016
Q2 		$2.6M Sell
143,388
-191,134
-57% -$3.48M 1.11% 32
2016
Q1 		$5.91M Buy
334,522
+5,253
+2% +$92.1K 2.4% 18
2015
Q4 		$6.59M Buy
329,269
+10,757
+3% +$206K 2.44% 14
2015
Q3 		$6.05M Buy
318,512
+16,157
+5% +$291K 2.01% 21
2015
Q2 		$5.64M Hold
302,355
– – 1.84% 20
2015
Q1 		$5.22M Sell
302,355
-2,640
-0.9% -$44.2K 1.87% 21
2014
Q4 		$5.23M Buy
304,995
+5,100
+2% +$84K 1.79% 24
2014
Q3 		$4.77M Buy
299,895
+135,535
+82% +$2.23M 1.77% 20
2014
Q2 		$2.72M Buy
+164,360
New +$2.74M 1.17% 36

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

Elizabeth Park Capital Advisors's OCFC Position: Q2 2023 in Review

Elizabeth Park Capital Advisors sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 141,007 shares — an estimated $2.61M sold.

Elizabeth Park Capital Advisors first reported a position in OCFC in Q2 2014 and held it in 28 quarters. The position peaked at $6.59M in Q4 2015. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • Elizabeth Park Capital Advisors reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • Elizabeth Park Capital Advisors sold 141,007 OceanFirst Financial shares in Q2 2023, an estimated $2.61M.
  • Elizabeth Park Capital Advisors first reported a position in OceanFirst Financial in Q2 2014 and held it in 28 quarters.
  • Elizabeth Park Capital Advisors's OceanFirst Financial position peaked at $6.59M in Q4 2015.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Elizabeth Park Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.