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Mattern Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Mattern Wealth 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
-13,050
Closed -$277K – 175
2022
Q4 		$277K Sell
13,050
-350
-3% -$7.64K 0.11% 136
2022
Q3 		$250K Buy
13,400
+500
+4% +$9.99K 0.1% 138
2022
Q2 		$247K Buy
+12,900
New +$247K 0.1% 133

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

Mattern Wealth Management's OCFC Position: Q1 2023 in Review

Mattern Wealth Management sold out of OceanFirst Financial (OCFC) in Q1 2023, closing a stake of 13,050 shares — an estimated $277K sold.

Mattern Wealth Management first reported a position in OCFC in Q2 2022 and held it in 3 quarters. The position peaked at $277K in Q4 2022. 194 funds tracked by Wall St. Rank hold OCFC as of Q1 2023.

  • Mattern Wealth Management reported no remaining OceanFirst Financial position as of Q1 2023 after selling out during the quarter.
  • Mattern Wealth Management sold 13,050 OceanFirst Financial shares in Q1 2023, an estimated $277K.
  • Mattern Wealth Management first reported a position in OceanFirst Financial in Q2 2022 and held it in 3 quarters.
  • Mattern Wealth Management's OceanFirst Financial position peaked at $277K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2023.

Based on Mattern Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.