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FJ Capital Management’s OceanFirst Financial OCFC Stock Holding History

FJ Capital Management’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
Q4 		– Sell
-413,874
Closed -$5.99M – 118
2023
Q3 		$5.99M Buy
413,874
+354,674
+599% +$5.97M 0.68% 44
2023
Q2 		$925K Buy
+59,200
New +$923K 0.12% 69
2021
Q2 		– Sell
-1,759,400
Closed -$42.1M – 112
2021
Q1 		$42.1M Sell
1,759,400
-981,600
-36% -$21.1M 3.51% 5
2020
Q4 		$51.1M Buy
2,741,000
+94,000
+4% +$1.54M 5.69% 5
2020
Q3 		$36.2M Sell
2,647,000
-68,000
-3% -$1.07M 5.7% 3
2020
Q2 		$47.9M Sell
2,715,000
-85,000
-3% -$1.36M 7.42% 3
2020
Q1 		$44.5M Buy
2,800,000
+705,000
+34% +$14.9M 7.87% 1
2019
Q4 		$53.5M Buy
2,095,000
+32,000
+2% +$770K 5.73% 2
2019
Q3 		$48.7M Buy
2,063,000
+166,000
+9% +$3.86M 5.05% 3
2019
Q2 		$47.1M Buy
1,897,000
+467
+0% +$11.5K 4.51% 4
2019
Q1 		$45.6M Buy
1,896,533
+48,533
+3% +$1.18M 4.71% 5
2018
Q4 		$41.6M Buy
1,848,000
+75,200
+4% +$1.88M 4.86% 2
2018
Q3 		$48.3M Hold
1,772,800
– – 5.36% 3
2018
Q2 		$53.1M Sell
1,772,800
-10,300
-0.6% -$291K 5.9% 2
2018
Q1 		$44.9M Buy
1,783,100
+1,162,900
+188% +$31.4M 5.52% 2
2017
Q4 		$16.3M Sell
620,200
-11,800
-2% -$322K 2.04% 20
2017
Q3 		$17.4M Sell
632,000
-12,600
-2% -$328K 2.11% 18
2017
Q2 		$17.5M Buy
644,600
+65,500
+11% +$1.79M 2.21% 14
2017
Q1 		$16.3M Buy
579,100
+12,500
+2% +$364K 2.25% 17
2016
Q4 		$17M Buy
566,600
+11,600
+2% +$270K 2.53% 11
2016
Q3 		$10.7M Buy
555,000
+296,000
+114% +$5.64M 2.05% 16
2016
Q2 		$4.7M Buy
259,000
+184,000
+245% +$3.35M 0.93% 33
2016
Q1 		$1.33M Buy
75,000
+64,000
+582% +$1.12M 0.26% 62
2015
Q4 		$212K Buy
+11,000
New +$211K 0.04% 100

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FJ Capital Management's OCFC Position: Q4 2023 in Review

FJ Capital Management sold out of OceanFirst Financial (OCFC) in Q4 2023, closing a stake of 413,874 shares — an estimated $5.99M sold.

FJ Capital Management first reported a position in OCFC in Q4 2015 and held it in 24 quarters. The position peaked at $53.5M in Q4 2019. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2023.

  • FJ Capital Management reported no remaining OceanFirst Financial position as of Q4 2023 after selling out during the quarter.
  • FJ Capital Management sold 413,874 OceanFirst Financial shares in Q4 2023, an estimated $5.99M.
  • FJ Capital Management first reported a position in OceanFirst Financial in Q4 2015 and held it in 24 quarters.
  • FJ Capital Management's OceanFirst Financial position peaked at $53.5M in Q4 2019.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2023.

Based on FJ Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.