Kore Private Wealth’s OceanFirst Financial OCFC Stock Holding History

Kore Private Wealth’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
2020 Q4	–	Sell	-25,791	Closed	-$353K	–	345
2020 Q3	$353K	Hold	25,791	–	–	0.07%	172
2020 Q2	$454K	Hold	25,791	–	–	0.09%	137
2020 Q1	$410K	Hold	25,791	–	–	0.1%	128
2019 Q4	$659K	Hold	25,791	–	–	0.13%	119
2019 Q3	$595K	Hold	25,791	–	–	0.13%	117
2019 Q2	$641K	Hold	25,791	–	–	0.14%	113
2019 Q1	$621K	Hold	25,791	–	–	0.14%	106
2018 Q4	$581K	Buy	+25,791	New	+$646K	0.16%	114

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

FCM

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

ECA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kore Private Wealth's OCFC Position: Q4 2020 in Review

Kore Private Wealth sold out of OceanFirst Financial (OCFC) in Q4 2020, closing a stake of 25,791 shares — an estimated $353K sold.

Kore Private Wealth first reported a position in OCFC in Q4 2018 and held it in 8 quarters. The position peaked at $659K in Q4 2019. 141 funds tracked by Wall St. Rank hold OCFC as of Q4 2020.

Kore Private Wealth reported no remaining OceanFirst Financial position as of Q4 2020 after selling out during the quarter.
Kore Private Wealth sold 25,791 OceanFirst Financial shares in Q4 2020, an estimated $353K.
Kore Private Wealth first reported a position in OceanFirst Financial in Q4 2018 and held it in 8 quarters.
Kore Private Wealth's OceanFirst Financial position peaked at $659K in Q4 2019.
141 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2020.

Based on Kore Private Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.