Ergoteles’s OceanFirst Financial OCFC Stock Holding History

Ergoteles’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
2021 Q4	–	Sell	-11,200	Closed	-$240K	–	1486
2021 Q3	$240K	Buy	+11,200	New	+$229K	0.01%	901

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Ergoteles's OCFC Position: Q4 2021 in Review

Ergoteles sold out of OceanFirst Financial (OCFC) in Q4 2021, closing a stake of 11,200 shares — an estimated $240K sold.

Ergoteles first reported a position in OCFC in Q3 2021 and held it in 1 quarter. The position peaked at $240K in Q3 2021. 178 funds tracked by Wall St. Rank hold OCFC as of Q4 2021.

Ergoteles reported no remaining OceanFirst Financial position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 11,200 OceanFirst Financial shares in Q4 2021, an estimated $240K.
Ergoteles first reported a position in OceanFirst Financial in Q3 2021 and held it in 1 quarter.
Ergoteles's OceanFirst Financial position peaked at $240K in Q3 2021.
178 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.