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Jacobs Asset Management’s OceanFirst Financial OCFC Stock Holding History

Jacobs Asset 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
2021
Q4 		– Sell
-293,300
Closed -$6.28M – 43
2021
Q3 		$6.28M Buy
293,300
+230,800
+369% +$4.73M 2.41% 21
2021
Q2 		$1.3M Buy
+62,500
New +$1.4M 0.49% 44

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
Goldman Sachs
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Asset Management's OCFC Position: Q4 2021 in Review

Jacobs Asset Management sold out of OceanFirst Financial (OCFC) in Q4 2021, closing a stake of 293,300 shares — an estimated $6.28M sold.

Jacobs Asset Management first reported a position in OCFC in Q2 2021 and held it in 2 quarters. The position peaked at $6.28M in Q3 2021. 178 funds tracked by Wall St. Rank hold OCFC as of Q4 2021.

  • Jacobs Asset Management reported no remaining OceanFirst Financial position as of Q4 2021 after selling out during the quarter.
  • Jacobs Asset Management sold 293,300 OceanFirst Financial shares in Q4 2021, an estimated $6.28M.
  • Jacobs Asset Management first reported a position in OceanFirst Financial in Q2 2021 and held it in 2 quarters.
  • Jacobs Asset Management's OceanFirst Financial position peaked at $6.28M in Q3 2021.
  • 178 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2021.

Based on Jacobs Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.