Lazard Asset Management
OCFC icon

Lazard Asset Management’s OceanFirst Financial OCFC Stock Holding History

Lazard 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
2023
Q1 		– Sell
-8,491
Closed -$179K – 2473
2022
Q4 		$179K Sell
8,491
-86,659
-91% -$1.89M ﹤0.01% 1318
2022
Q3 		$1.77M Sell
95,150
-7,116
-7% -$142K ﹤0.01% 912
2022
Q2 		$1.96M Buy
102,266
+25,817
+34% +$495K ﹤0.01% 914
2022
Q1 		$1.53M Buy
76,449
+75,988
+16,483% +$1.69M ﹤0.01% 935
2021
Q4 		$10K Buy
+461
New +$10.1K ﹤0.01% 2125

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management's OCFC Position: Q1 2023 in Review

Lazard Asset Management sold out of OceanFirst Financial (OCFC) in Q1 2023, closing a stake of 8,491 shares — an estimated $179K sold.

Lazard Asset Management first reported a position in OCFC in Q4 2021 and held it in 5 quarters. The position peaked at $1.96M in Q2 2022. 194 funds tracked by Wall St. Rank hold OCFC as of Q1 2023.

  • Lazard Asset Management reported no remaining OceanFirst Financial position as of Q1 2023 after selling out during the quarter.
  • Lazard Asset Management sold 8,491 OceanFirst Financial shares in Q1 2023, an estimated $179K.
  • Lazard Asset Management first reported a position in OceanFirst Financial in Q4 2021 and held it in 5 quarters.
  • Lazard Asset Management's OceanFirst Financial position peaked at $1.96M in Q2 2022.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2023.

Based on Lazard Asset Management's 13F filing for Q1 2023, filed 15 May 2023.