Jackson Creek Investment Advisors’s OceanFirst Financial OCFC Stock Holding History

Jackson Creek 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
2023 Q2	–	Sell	-40,082	Closed	-$741K	–	346
2023 Q1	$741K	Buy	+40,082	New	+$888K	0.31%	179
2022 Q3	–	Sell	-49,839	Closed	-$1.02M	–	331
2022 Q2	$1.02M	Sell	49,839 -4,081	-8%	-$78.2K	0.41%	89
2022 Q1	$1.08M	Buy	53,920 +3,261	+6%	+$72.7K	0.4%	108
2021 Q4	$1.13M	Buy	+50,659	New	+$1.1M	0.4%	105

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Jackson Creek Investment Advisors's OCFC Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 40,082 shares — an estimated $741K sold.

Jackson Creek Investment Advisors first reported a position in OCFC in Q4 2021 and held it in 4 quarters. The position peaked at $1.13M in Q4 2021. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

Jackson Creek Investment Advisors reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
Jackson Creek Investment Advisors sold 40,082 OceanFirst Financial shares in Q2 2023, an estimated $741K.
Jackson Creek Investment Advisors first reported a position in OceanFirst Financial in Q4 2021 and held it in 4 quarters.
Jackson Creek Investment Advisors's OceanFirst Financial position peaked at $1.13M in Q4 2021.
171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.