Hudson Valley Investment Advisors’s OceanFirst Financial OCFC Stock Holding History

Hudson Valley Investment Advisors’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	-140,000	Closed	-$3M	–	191
2021 Q3	$3M	Hold	140,000	–	–	0.51%	53
2021 Q2	$2.92M	Hold	140,000	–	–	0.51%	54
2021 Q1	$3.35M	Hold	140,000	–	–	0.6%	52
2020 Q4	$2.61M	Hold	140,000	–	–	0.5%	56
2020 Q3	$1.92M	Hold	140,000	–	–	0.41%	60
2020 Q2	$2.47M	Hold	140,000	–	–	0.57%	51
2020 Q1	$2.23M	Buy	+140,000	New	+$2.96M	0.62%	47

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

Hudson Valley Investment Advisors's OCFC Position: Q4 2021 in Review

Hudson Valley Investment Advisors sold out of OceanFirst Financial (OCFC) in Q4 2021, closing a stake of 140,000 shares — an estimated $3M sold.

Hudson Valley Investment Advisors first reported a position in OCFC in Q1 2020 and held it in 7 quarters. The position peaked at $3.35M in Q1 2021. 178 funds tracked by Wall St. Rank hold OCFC as of Q4 2021.

Hudson Valley Investment Advisors reported no remaining OceanFirst Financial position as of Q4 2021 after selling out during the quarter.
Hudson Valley Investment Advisors sold 140,000 OceanFirst Financial shares in Q4 2021, an estimated $3M.
Hudson Valley Investment Advisors first reported a position in OceanFirst Financial in Q1 2020 and held it in 7 quarters.
Hudson Valley Investment Advisors's OceanFirst Financial position peaked at $3.35M in Q1 2021.
178 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2021.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.