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Mackay Shields LLC’s OceanFirst Financial OCFC Stock Holding History

Mackay Shields LLC’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
Q2 		– Sell
-38,900
Closed -$931K – 1120
2021
Q1 		$931K Sell
38,900
-26,100
-40% -$561K 0.01% 1016
2020
Q4 		$1.21M Sell
65,000
-29,100
-31% -$476K 0.01% 1026
2020
Q3 		$1.29M Buy
94,100
+25,600
+37% +$402K 0.01% 951
2020
Q2 		$1.21M Buy
+68,500
New +$1.1M 0.01% 960

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Mackay Shields LLC's OCFC Position: Q2 2021 in Review

Mackay Shields LLC sold out of OceanFirst Financial (OCFC) in Q2 2021, closing a stake of 38,900 shares — an estimated $931K sold.

Mackay Shields LLC first reported a position in OCFC in Q2 2020 and held it in 4 quarters. The position peaked at $1.29M in Q3 2020. 167 funds tracked by Wall St. Rank hold OCFC as of Q2 2021.

  • Mackay Shields LLC reported no remaining OceanFirst Financial position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 38,900 OceanFirst Financial shares in Q2 2021, an estimated $931K.
  • Mackay Shields LLC first reported a position in OceanFirst Financial in Q2 2020 and held it in 4 quarters.
  • Mackay Shields LLC's OceanFirst Financial position peaked at $1.29M in Q3 2020.
  • 167 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.