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Maltese Capital Management’s OceanFirst Financial OCFC Stock Holding History

Maltese Capital 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
2024
Q3 		– Sell
-98,200
Closed -$1.56M – 109
2024
Q2 		$1.56M Sell
98,200
-27,200
-22% -$411K 0.29% 72
2024
Q1 		$2.06M Buy
125,400
+100,400
+402% +$1.62M 0.4% 62
2023
Q4 		$434K Buy
+25,000
New +$365K 0.12% 82
2020
Q4 		– Sell
-90,373
Closed -$1.24M – 157
2020
Q3 		$1.24M Sell
90,373
-38,227
-30% -$600K 0.21% 122
2020
Q2 		$2.27M Buy
128,600
+8,600
+7% +$138K 0.3% 96
2020
Q1 		$1.91M Buy
120,000
+101,600
+552% +$2.15M 0.27% 112
2019
Q4 		$470K Hold
18,400
– – 0.04% 159
2019
Q3 		$434K Buy
+18,400
New +$428K 0.04% 165
2019
Q1 		– Sell
-288,814
Closed -$6.5M – 207
2018
Q4 		$6.5M Sell
288,814
-326,186
-53% -$8.17M 0.54% 65
2018
Q3 		$16.7M Buy
615,000
+6,800
+1% +$199K 1.16% 18
2018
Q2 		$18.2M Buy
608,200
+23,200
+4% +$656K 1.21% 14
2018
Q1 		$15.6M Buy
585,000
+584,700
+194,900% +$15.8M 1.07% 17
2017
Q4 		$8K Hold
300
– – ﹤0.01% 194
2017
Q3 		$8K Buy
+300
New +$7.82K ﹤0.01% 197
2013
Q3 		– Sell
-664,100
Closed -$10.3M – 178
2013
Q2 		$10.3M Buy
+664,100
New +$9.43M 1.08% 26

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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Maltese Capital Management's OCFC Position: Q3 2024 in Review

Maltese Capital Management sold out of OceanFirst Financial (OCFC) in Q3 2024, closing a stake of 98,200 shares — an estimated $1.56M sold.

Maltese Capital Management first reported a position in OCFC in Q2 2013 and held it in 15 quarters. The position peaked at $18.2M in Q2 2018. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

  • Maltese Capital Management reported no remaining OceanFirst Financial position as of Q3 2024 after selling out during the quarter.
  • Maltese Capital Management sold 98,200 OceanFirst Financial shares in Q3 2024, an estimated $1.56M.
  • Maltese Capital Management first reported a position in OceanFirst Financial in Q2 2013 and held it in 15 quarters.
  • Maltese Capital Management's OceanFirst Financial position peaked at $18.2M in Q2 2018.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on Maltese Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.