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Fox Run Management’s OceanFirst Financial OCFC Stock Holding History

Fox Run 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
2024
Q4 		– Sell
-15,117
Closed -$281K – 1087
2024
Q3 		$281K Buy
+15,117
New +$260K 0.06% 571

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Dimensional Fund Advisors
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State Street
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fox Run Management's OCFC Position: Q4 2024 in Review

Fox Run Management sold out of OceanFirst Financial (OCFC) in Q4 2024, closing a stake of 15,117 shares — an estimated $281K sold.

Fox Run Management first reported a position in OCFC in Q3 2024 and held it in 1 quarter. The position peaked at $281K in Q3 2024. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

  • Fox Run Management reported no remaining OceanFirst Financial position as of Q4 2024 after selling out during the quarter.
  • Fox Run Management sold 15,117 OceanFirst Financial shares in Q4 2024, an estimated $281K.
  • Fox Run Management first reported a position in OceanFirst Financial in Q3 2024 and held it in 1 quarter.
  • Fox Run Management's OceanFirst Financial position peaked at $281K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on Fox Run Management's 13F filing for Q4 2024, filed 11 Feb 2025.