Highlander Capital Management’s OceanFirst Financial OCFC Stock Holding History

Highlander 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
2024 Q1	$92K	Hold	5,606	–	–	0.03%	300
2023 Q4	$97.3K	Hold	5,606	–	–	0.03%	305
2023 Q3	$81K	Sell	5,606 -318	-5%	-$5.35K	0.03%	306
2023 Q2	$93K	Buy	+5,924	New	+$92.4K	0.04%	249
2019 Q3	–	Sell	-2,000	Closed	-$50K	–	677
2019 Q2	$50K	Hold	2,000	–	–	0.03%	321
2019 Q1	$48K	Sell	2,000 -928	-32%	-$22.5K	0.03%	327
2018 Q4	$66K	Sell	2,928 -6,706	-70%	-$168K	0.04%	271
2018 Q3	$262K	Hold	9,634	–	–	0.15%	138
2018 Q2	$289K	Hold	9,634	–	–	0.16%	130
2018 Q1	$254K	Buy	9,634 +928	+11%	+$25K	0.15%	150
2017 Q4	$229K	Hold	8,706	–	–	0.17%	151
2017 Q3	$239K	Hold	8,706	–	–	0.19%	142
2017 Q2	$241K	Hold	8,706	–	–	0.19%	144
2017 Q1	$245K	Hold	8,706	–	–	0.2%	138
2016 Q4	$261K	Sell	8,706 -1,187	-12%	-$27.6K	0.23%	124
2016 Q3	$191K	Hold	9,893	–	–	0.17%	153
2016 Q2	$180K	Buy	9,893 +4,403	+80%	+$80.2K	0.16%	163
2016 Q1	$97K	Sell	5,490 -2,301	-30%	-$40.4K	0.09%	248
2015 Q4	$156K	Hold	7,791	–	–	0.14%	174
2015 Q3	$134K	Hold	7,791	–	–	0.13%	191
2015 Q2	$145K	Hold	7,791	–	–	0.13%	187
2015 Q1	$135K	Hold	7,791	–	–	0.12%	204
2014 Q4	$134K	Buy	7,791 +500	+7%	+$8.23K	0.12%	201
2014 Q3	$116K	Buy	7,291 +3,091	+74%	+$50.8K	0.11%	207
2014 Q2	$69.6K	Buy	+4,200	New	+$70K	0.06%	290

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Highlander Capital Management's OCFC Position: Q1 2024 in Review

Highlander Capital Management held its OceanFirst Financial (OCFC) position steady in Q1 2024 at 5,606 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #300.

Highlander Capital Management first reported a position in OCFC in Q2 2014 and has held it in 25 quarters since. The position peaked at $289K in Q2 2018. 195 funds tracked by Wall St. Rank hold OCFC as of Q1 2024.

Highlander Capital Management held 5,606 shares of OceanFirst Financial worth $92K as of Q1 2024.
Highlander Capital Management left its OceanFirst Financial share count unchanged in Q1 2024.
OceanFirst Financial made up 0.03% of Highlander Capital Management's portfolio in Q1 2024, its #300 holding.
Highlander Capital Management first reported a position in OceanFirst Financial in Q2 2014 and has held it in 25 quarters since.
Highlander Capital Management's OceanFirst Financial position peaked at $289K in Q2 2018.
195 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.