Marshall Wace’s OceanFirst Financial OCFC Stock Holding History

Marshall Wace’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 Q3	–	Sell	-37,371	Closed	-$584K	–	2543
2023 Q2	$584K	Sell	37,371 -52,763	-59%	-$823K	﹤0.01%	1932
2023 Q1	$1.67M	Buy	+90,134	New	+$2M	﹤0.01%	1552
2022 Q1	–	Sell	-2,803	Closed	-$62K	–	3813
2021 Q4	$62K	Sell	2,803 -26,361	-90%	-$575K	﹤0.01%	3507
2021 Q3	$625K	Buy	+29,164	New	+$597K	﹤0.01%	2284
2020 Q1	–	Sell	-239,147	Closed	-$6.11M	–	1939
2019 Q4	$6.11M	Buy	239,147 +96,337	+67%	+$2.32M	0.04%	461
2019 Q3	$3.37M	Sell	142,810 -17,703	-11%	-$412K	0.03%	607
2019 Q2	$3.99M	Buy	160,513 +131,954	+462%	+$3.24M	0.03%	554
2019 Q1	$687K	Buy	+28,559	New	+$694K	0.01%	1041
2018 Q2	–	Sell	-24,700	Closed	-$661K	–	806
2018 Q1	$661K	Buy	+24,700	New	+$666K	0.03%	305

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace's OCFC Position: Q3 2023 in Review

Marshall Wace sold out of OceanFirst Financial (OCFC) in Q3 2023, closing a stake of 37,371 shares — an estimated $584K sold.

Marshall Wace first reported a position in OCFC in Q1 2018 and held it in 9 quarters. The position peaked at $6.11M in Q4 2019. 182 funds tracked by Wall St. Rank hold OCFC as of Q3 2023.

Marshall Wace reported no remaining OceanFirst Financial position as of Q3 2023 after selling out during the quarter.
Marshall Wace sold 37,371 OceanFirst Financial shares in Q3 2023, an estimated $584K.
Marshall Wace first reported a position in OceanFirst Financial in Q1 2018 and held it in 9 quarters.
Marshall Wace's OceanFirst Financial position peaked at $6.11M in Q4 2019.
182 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2023.

Based on Marshall Wace's 13F filing for Q3 2023, filed 14 Nov 2023.