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Emerald Advisers’s OceanFirst Financial OCFC Stock Holding History

Emerald Advisers’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
-18,147
Closed -$335K – 227
2023
Q1 		$335K Sell
18,147
-11,320
-38% -$251K 0.02% 188
2022
Q4 		$626K Hold
29,467
– – 0.03% 155
2022
Q3 		$549K Hold
29,467
– – 0.03% 164
2022
Q2 		$564K Sell
29,467
-493,867
-94% -$9.47M 0.03% 169
2022
Q1 		$10.5M Sell
523,334
-506,158
-49% -$11.3M 0.4% 93
2021
Q4 		$22.9M Sell
1,029,492
-18,626
-2% -$406K 0.84% 47
2021
Q3 		$22.4M Buy
1,048,118
+29,220
+3% +$599K 0.81% 51
2021
Q2 		$21.2M Buy
1,018,898
+108,594
+12% +$2.43M 0.77% 52
2021
Q1 		$21.8M Buy
910,304
+505,074
+125% +$10.9M 0.79% 51
2020
Q4 		$7.55M Sell
405,230
-199,166
-33% -$3.26M 0.25% 113
2020
Q3 		$8.27M Sell
604,396
-146,829
-20% -$2.31M 0.34% 96
2020
Q2 		$13.2M Buy
751,225
+20,176
+3% +$323K 0.58% 67
2020
Q1 		$11.6M Sell
731,049
-10,342
-1% -$218K 0.67% 59
2019
Q4 		$18.9M Buy
741,391
+30,730
+4% +$739K 0.8% 45
2019
Q3 		$16.8M Sell
710,661
-35,450
-5% -$825K 0.78% 46
2019
Q2 		$18.5M Buy
746,111
+154,764
+26% +$3.81M 0.74% 51
2019
Q1 		$14.2M Buy
591,347
+22,558
+4% +$548K 0.58% 66
2018
Q4 		$12.8M Sell
568,789
-28,254
-5% -$708K 0.63% 65
2018
Q3 		$16.3M Sell
597,043
-12,172
-2% -$356K 0.6% 79
2018
Q2 		$18.3M Sell
609,215
-1,020
-0.2% -$28.8K 0.69% 65
2018
Q1 		$16.3M Buy
+610,235
New +$16.5M 0.65% 63
2017
Q1 		– Sell
-8,833
Closed -$265K – 260
2016
Q4 		$265K Sell
8,833
-8,655
-49% -$201K 0.01% 240
2016
Q3 		$337K Buy
+17,488
New +$333K 0.02% 295

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

Emerald Advisers's OCFC Position: Q2 2023 in Review

Emerald Advisers sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 18,147 shares — an estimated $335K sold.

Emerald Advisers first reported a position in OCFC in Q3 2016 and held it in 23 quarters. The position peaked at $22.9M in Q4 2021. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • Emerald Advisers reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • Emerald Advisers sold 18,147 OceanFirst Financial shares in Q2 2023, an estimated $335K.
  • Emerald Advisers first reported a position in OceanFirst Financial in Q3 2016 and held it in 23 quarters.
  • Emerald Advisers's OceanFirst Financial position peaked at $22.9M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Emerald Advisers's 13F filing for Q2 2023, filed 25 Jul 2023.