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Ellevest Inc’s OceanFirst Financial OCFC Stock Holding History

Ellevest Inc’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
-74
Closed -$1.37K – 1216
2023
Q1 		$1.37K Buy
74
+14
+23% +$310 ﹤0.01% 1525
2022
Q4 		$1.27K Hold
60
– – ﹤0.01% 1465
2022
Q3 		$1K Hold
60
– – ﹤0.01% 1493
2022
Q2 		$1K Hold
60
– – ﹤0.01% 1297
2022
Q1 		$1K Hold
60
– – ﹤0.01% 1322
2021
Q4 		$1K Hold
60
– – ﹤0.01% 1310
2021
Q3 		$1K Hold
60
– – ﹤0.01% 1293
2021
Q2 		$1K Hold
60
– – ﹤0.01% 1177
2021
Q1 		$1K Hold
60
– – ﹤0.01% 1181
2020
Q4 		$1K Hold
60
– – ﹤0.01% 1089
2020
Q3 		$1K Hold
60
– – ﹤0.01% 1045
2020
Q2 		$1K Hold
60
– – ﹤0.01% 1034
2020
Q1 		$1K Buy
+60
New +$1.27K ﹤0.01% 941

Other funds holding OCFC

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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

Ellevest Inc's OCFC Position: Q2 2023 in Review

Ellevest Inc sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 74 shares — an estimated $1.37K sold.

Ellevest Inc first reported a position in OCFC in Q1 2020 and held it in 13 quarters. The position peaked at $1.37K in Q1 2023. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • Ellevest Inc reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 74 OceanFirst Financial shares in Q2 2023, an estimated $1.37K.
  • Ellevest Inc first reported a position in OceanFirst Financial in Q1 2020 and held it in 13 quarters.
  • Ellevest Inc's OceanFirst Financial position peaked at $1.37K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.