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Money Concepts Capital’s OceanFirst Financial OCFC Stock Holding History

Money Concepts Capital’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
-386
Closed -$8.2K – 2081
2022
Q4 		$8.2K Buy
+386
New +$8.43K ﹤0.01% 2109
2022
Q2 		– Sell
-386
Closed -$8K – 2227
2022
Q1 		$8K Buy
+386
New +$8.6K ﹤0.01% 2036

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

Money Concepts Capital's OCFC Position: Q1 2023 in Review

Money Concepts Capital sold out of OceanFirst Financial (OCFC) in Q1 2023, closing a stake of 386 shares — an estimated $8.2K sold.

Money Concepts Capital first reported a position in OCFC in Q1 2022 and held it in 2 quarters. The position peaked at $8.2K in Q4 2022. 194 funds tracked by Wall St. Rank hold OCFC as of Q1 2023.

  • Money Concepts Capital reported no remaining OceanFirst Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 386 OceanFirst Financial shares in Q1 2023, an estimated $8.2K.
  • Money Concepts Capital first reported a position in OceanFirst Financial in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's OceanFirst Financial position peaked at $8.2K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.