Hudson Edge Investment Partners’s OceanFirst Financial OCFC Stock Holding History

Hudson Edge Investment Partners’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 Q1	–	Sell	-29,562	Closed	-$628K	–	133
2022 Q4	$628K	Sell	29,562 -218	-0.7%	-$4.76K	0.21%	78
2022 Q3	$555K	Sell	29,780 -5,036	-14%	-$101K	0.21%	88
2022 Q2	$666K	Sell	34,816 -698	-2%	-$13.4K	0.24%	70
2022 Q1	$714K	Buy	35,514 +185	+0.5%	+$4.12K	0.22%	81
2021 Q4	$784K	Sell	35,329 -8,331	-19%	-$182K	0.24%	78
2021 Q3	$935K	Hold	43,660	–	–	0.31%	71
2021 Q2	$910K	Buy	43,660 +9,683	+28%	+$217K	0.29%	79
2021 Q1	$813K	Buy	33,977 +1,643	+5%	+$35.3K	0.27%	72
2020 Q4	$602K	Sell	32,334 -6,050	-16%	-$99K	0.21%	93
2020 Q3	$525K	Buy	38,384 +18,999	+98%	+$298K	0.21%	96
2020 Q2	$342K	Buy	+19,385	New	+$310K	0.11%	117

Other funds holding OCFC

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GKIM

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

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

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

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

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

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

Hudson Edge Investment Partners's OCFC Position: Q1 2023 in Review

Hudson Edge Investment Partners sold out of OceanFirst Financial (OCFC) in Q1 2023, closing a stake of 29,562 shares — an estimated $628K sold.

Hudson Edge Investment Partners first reported a position in OCFC in Q2 2020 and held it in 11 quarters. The position peaked at $935K in Q3 2021. 194 funds tracked by Wall St. Rank hold OCFC as of Q1 2023.

Hudson Edge Investment Partners reported no remaining OceanFirst Financial position as of Q1 2023 after selling out during the quarter.
Hudson Edge Investment Partners sold 29,562 OceanFirst Financial shares in Q1 2023, an estimated $628K.
Hudson Edge Investment Partners first reported a position in OceanFirst Financial in Q2 2020 and held it in 11 quarters.
Hudson Edge Investment Partners's OceanFirst Financial position peaked at $935K in Q3 2021.
194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2023.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2023, filed 28 Apr 2023.