HPCM
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Hunter Perkins Capital Management’s OceanFirst Financial OCFC Stock Holding History

Hunter Perkins 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
-81,325
Closed -$1.18M – 112
2023
Q3 		$1.18M Sell
81,325
-128,225
-61% -$2.16M 0.25% 59
2023
Q2 		$3.27M Buy
+209,550
New +$3.27M 0.7% 35

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

Hunter Perkins Capital Management's OCFC Position: Q4 2023 in Review

Hunter Perkins Capital Management sold out of OceanFirst Financial (OCFC) in Q4 2023, closing a stake of 81,325 shares — an estimated $1.18M sold.

Hunter Perkins Capital Management first reported a position in OCFC in Q2 2023 and held it in 2 quarters. The position peaked at $3.27M in Q2 2023. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2023.

  • Hunter Perkins Capital Management reported no remaining OceanFirst Financial position as of Q4 2023 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 81,325 OceanFirst Financial shares in Q4 2023, an estimated $1.18M.
  • Hunter Perkins Capital Management first reported a position in OceanFirst Financial in Q2 2023 and held it in 2 quarters.
  • Hunter Perkins Capital Management's OceanFirst Financial position peaked at $3.27M in Q2 2023.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2023.

Based on Hunter Perkins Capital Management's 13F filing for Q4 2023, filed 18 Jan 2024.