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EntryPoint Capital’s OceanFirst Financial OCFC Stock Holding History

EntryPoint Capital’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
2024
Q3 		– Sell
-1,181
Closed -$18.8K – 979
2024
Q2 		$18.8K Buy
+1,181
New +$17.9K 0.03% 723
2024
Q1 		– Sell
-2,041
Closed -$35.4K – 1653
2023
Q4 		$35.4K Buy
+2,041
New +$29.8K 0.03% 868

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EntryPoint Capital's OCFC Position: Q3 2024 in Review

EntryPoint Capital sold out of OceanFirst Financial (OCFC) in Q3 2024, closing a stake of 1,181 shares — an estimated $18.8K sold.

EntryPoint Capital first reported a position in OCFC in Q4 2023 and held it in 2 quarters. The position peaked at $35.4K in Q4 2023. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

  • EntryPoint Capital reported no remaining OceanFirst Financial position as of Q3 2024 after selling out during the quarter.
  • EntryPoint Capital sold 1,181 OceanFirst Financial shares in Q3 2024, an estimated $18.8K.
  • EntryPoint Capital first reported a position in OceanFirst Financial in Q4 2023 and held it in 2 quarters.
  • EntryPoint Capital's OceanFirst Financial position peaked at $35.4K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on EntryPoint Capital's 13F filing for Q3 2024, filed 13 Nov 2024.