Jacobi Capital Management’s OceanFirst Financial OCFC Stock Holding History

Jacobi 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
2019 Q2	–	Sell	-217	Closed	-$5K	–	1062
2019 Q1	$5K	Hold	217	–	–	﹤0.01%	792
2018 Q4	$5K	Hold	217	–	–	﹤0.01%	760
2018 Q3	$6K	Hold	217	–	–	﹤0.01%	771
2018 Q2	$7K	Hold	217	–	–	﹤0.01%	767
2018 Q1	$6K	Buy	+217	New	+$5.85K	﹤0.01%	775

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobi Capital Management's OCFC Position: Q2 2019 in Review

Jacobi Capital Management sold out of OceanFirst Financial (OCFC) in Q2 2019, closing a stake of 217 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in OCFC in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 144 funds tracked by Wall St. Rank hold OCFC as of Q2 2019.

Jacobi Capital Management reported no remaining OceanFirst Financial position as of Q2 2019 after selling out during the quarter.
Jacobi Capital Management sold 217 OceanFirst Financial shares in Q2 2019, an estimated $5K.
Jacobi Capital Management first reported a position in OceanFirst Financial in Q1 2018 and held it in 5 quarters.
Jacobi Capital Management's OceanFirst Financial position peaked at $7K in Q2 2018.
144 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2019.

Based on Jacobi Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.