Mercer Capital Advisers’s OceanFirst Financial OCFC Stock Holding History

Mercer Capital Advisers’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 Q3	$684K	Sell	31,954 -400	-1%	-$8.2K	0.37%	50
2021 Q2	$674K	Sell	32,354 -6,780	-17%	-$152K	0.34%	54
2021 Q1	$937K	Sell	39,134 -350	-0.9%	-$7.53K	0.5%	38
2020 Q4	$736K	Sell	39,484 -658	-2%	-$10.8K	0.41%	43
2020 Q3	$550K	Sell	40,142 -31,200	-44%	-$490K	0.34%	49
2020 Q2	$1.26M	Sell	71,342 -2,250	-3%	-$36K	0.8%	25
2020 Q1	$1.17M	Buy	73,592 +30,467	+71%	+$644K	0.86%	25
2019 Q4	$1.1M	Sell	43,125 -300	-0.7%	-$7.22K	0.66%	35
2019 Q3	$1.02M	Hold	43,425	–	–	0.65%	35
2019 Q2	$1.08M	Sell	43,425 -200	-0.5%	-$4.92K	0.7%	32
2019 Q1	$1.05M	Buy	43,625 +675	+2%	+$16.4K	0.7%	32
2018 Q4	$967K	Buy	42,950 +250	+0.6%	+$6.26K	0.72%	34
2018 Q3	$1.16M	Buy	42,700 +650	+2%	+$19K	0.78%	28
2018 Q2	$1.26M	Buy	42,050 +375	+0.9%	+$10.6K	0.91%	25
2018 Q1	$1.11M	Buy	41,675 +5,225	+14%	+$141K	0.82%	29
2017 Q4	$957K	Sell	36,450 -500	-1%	-$13.6K	0.69%	31
2017 Q3	$1.02M	Buy	+36,950	New	+$963K	0.75%	28

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

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

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Mercer Capital Advisers's OCFC Position: Q3 2021 in Review

Mercer Capital Advisers reduced its OceanFirst Financial (OCFC) stake by 1.2% in Q3 2021, selling an estimated $8.2K and leaving 31,954 shares worth $684K. The position accounts for 0.37% of the portfolio, ranked #50.

Mercer Capital Advisers first reported a position in OCFC in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.26M in Q2 2018. 174 funds tracked by Wall St. Rank hold OCFC as of Q3 2021.

Mercer Capital Advisers held 31,954 shares of OceanFirst Financial worth $684K as of Q3 2021.
Mercer Capital Advisers sold 400 OceanFirst Financial shares in Q3 2021, an estimated $8.2K.
OceanFirst Financial made up 0.37% of Mercer Capital Advisers's portfolio in Q3 2021, its #50 holding.
Mercer Capital Advisers first reported a position in OceanFirst Financial in Q3 2017 and has held it in 17 quarters since.
Mercer Capital Advisers's OceanFirst Financial position peaked at $1.26M in Q2 2018.
174 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.