JGUA
OCFC icon

John G. Ullman & Associates’s OceanFirst Financial OCFC Stock Holding History

John G. Ullman & Associates’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
2026
Q1 		$456K Sell
25,300
-1,700
-6% -$31.3K 0.06% 133
2025
Q4 		$485K Hold
27,000
– – 0.06% 133
2025
Q3 		$474K Sell
27,000
-200
-0.7% -$3.57K 0.06% 129
2025
Q2 		$479K Buy
27,200
+2,300
+9% +$38.3K 0.07% 124
2025
Q1 		$424K Buy
24,900
+100
+0.4% +$1.78K 0.07% 136
2024
Q4 		$449K Sell
24,800
-300
-1% -$5.73K 0.07% 131
2024
Q3 		$467K Buy
25,100
+2,800
+13% +$48.1K 0.07% 136
2024
Q2 		$354K Sell
22,300
-400
-2% -$6.05K 0.05% 147
2024
Q1 		$373K Sell
22,700
-26,900
-54% -$434K 0.06% 138
2023
Q4 		$861K Buy
+49,600
New +$723K 0.14% 102

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VCM
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Invesco
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Two Sigma Investments
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Geode Capital Management
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SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return