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INVST’s OceanFirst Financial OCFC Stock Holding History

INVST’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
Q4 		– Sell
-10,690
Closed -$199K – 261
2024
Q3 		$199K Hold
10,690
– – 0.02% 244
2024
Q2 		$165K Hold
10,690
– – 0.02% 255
2024
Q1 		$169K Hold
10,690
– – 0.02% 236
2023
Q4 		$168K Hold
10,690
– – 0.02% 212
2023
Q3 		$155K Hold
10,690
– – 0.02% 183
2023
Q2 		$167K Buy
+10,690
New +$167K 0.02% 174

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

INVST's OCFC Position: Q4 2024 in Review

INVST sold out of OceanFirst Financial (OCFC) in Q4 2024, closing a stake of 10,690 shares — an estimated $199K sold.

INVST first reported a position in OCFC in Q2 2023 and held it in 6 quarters. The position peaked at $199K in Q3 2024. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

  • INVST reported no remaining OceanFirst Financial position as of Q4 2024 after selling out during the quarter.
  • INVST sold 10,690 OceanFirst Financial shares in Q4 2024, an estimated $199K.
  • INVST first reported a position in OceanFirst Financial in Q2 2023 and held it in 6 quarters.
  • INVST's OceanFirst Financial position peaked at $199K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on INVST's 13F filing for Q4 2024, filed 19 Feb 2025.