IndexIQ Advisors’s OceanFirst Financial OCFC Stock Holding History

IndexIQ 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
2022 Q1	–	Sell	-17,640	Closed	-$392K	–	1447
2021 Q4	$392K	Sell	17,640 -1,140	-6%	-$24.9K	0.01%	797
2021 Q3	$402K	Buy	18,780 +1,881	+11%	+$38.5K	0.01%	823
2021 Q2	$352K	Buy	16,899 +162	+1%	+$3.63K	0.01%	901
2021 Q1	$401K	Buy	16,737 +3,573	+27%	+$76.9K	0.01%	687
2020 Q4	$245K	Buy	13,164 +1,359	+12%	+$22.2K	0.01%	818
2020 Q3	$162K	Buy	11,805 +641	+6%	+$10.1K	0.01%	806
2020 Q2	$197K	Sell	11,164 -775	-6%	-$12.4K	0.01%	595
2020 Q1	$190K	Buy	+11,939	New	+$252K	0.01%	430

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

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

IndexIQ Advisors's OCFC Position: Q1 2022 in Review

IndexIQ Advisors sold out of OceanFirst Financial (OCFC) in Q1 2022, closing a stake of 17,640 shares — an estimated $392K sold.

IndexIQ Advisors first reported a position in OCFC in Q1 2020 and held it in 8 quarters. The position peaked at $402K in Q3 2021. 188 funds tracked by Wall St. Rank hold OCFC as of Q1 2022.

IndexIQ Advisors reported no remaining OceanFirst Financial position as of Q1 2022 after selling out during the quarter.
IndexIQ Advisors sold 17,640 OceanFirst Financial shares in Q1 2022, an estimated $392K.
IndexIQ Advisors first reported a position in OceanFirst Financial in Q1 2020 and held it in 8 quarters.
IndexIQ Advisors's OceanFirst Financial position peaked at $402K in Q3 2021.
188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.