Moneta Group Investment Advisors’s OceanFirst Financial OCFC Stock Holding History

Moneta Group Investment Advisors’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 Q1	–	Sell	-14,453	Closed	-$251K	–	626
2023 Q4	$251K	Hold	14,453	–	–	0.01%	484
2023 Q3	$209K	Hold	14,453	–	–	﹤0.01%	484
2023 Q2	$226K	Sell	14,453 -208	-1%	-$3.24K	0.01%	482
2023 Q1	$271K	Buy	14,661 +1,821	+14%	+$40.4K	0.01%	441
2022 Q4	$307K	Sell	12,840 -1,591	-11%	-$34.7K	0.01%	371
2022 Q3	$269K	Sell	14,431 -1,251	-8%	-$25K	0.01%	373
2022 Q2	$300K	Buy	15,682 +1,204	+8%	+$23.1K	0.01%	387
2022 Q1	$291K	Buy	14,478 +19	+0.1%	+$423	0.01%	362
2021 Q4	$321K	Buy	14,459 +26	+0.2%	+$567	0.01%	369
2021 Q3	$309K	Sell	14,433 -10	-0.1%	-$205	0.01%	359
2021 Q2	$301K	Buy	+14,443	New	+$323K	0.01%	365

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

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

GKIM

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

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

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

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

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

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

Moneta Group Investment Advisors's OCFC Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of OceanFirst Financial (OCFC) in Q1 2024, closing a stake of 14,453 shares — an estimated $251K sold.

Moneta Group Investment Advisors first reported a position in OCFC in Q2 2021 and held it in 11 quarters. The position peaked at $321K in Q4 2021. 195 funds tracked by Wall St. Rank hold OCFC as of Q1 2024.

Moneta Group Investment Advisors reported no remaining OceanFirst Financial position as of Q1 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 14,453 OceanFirst Financial shares in Q1 2024, an estimated $251K.
Moneta Group Investment Advisors first reported a position in OceanFirst Financial in Q2 2021 and held it in 11 quarters.
Moneta Group Investment Advisors's OceanFirst Financial position peaked at $321K in Q4 2021.
195 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.