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New York Life Investment Management’s OceanFirst Financial OCFC Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-18,832
Closed -$327K – 1472
2023
Q4 		$327K Sell
18,832
-434
-2% -$6.33K ﹤0.01% 1164
2023
Q3 		$279K Sell
19,266
-3,036
-14% -$51.1K ﹤0.01% 1197
2023
Q2 		$348K Sell
22,302
-2,813
-11% -$43.9K ﹤0.01% 1169
2023
Q1 		$464K Buy
+25,115
New +$557K 0.01% 1114

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's OCFC Position: Q1 2024 in Review

New York Life Investment Management sold out of OceanFirst Financial (OCFC) in Q1 2024, closing a stake of 18,832 shares — an estimated $327K sold.

New York Life Investment Management first reported a position in OCFC in Q1 2023 and held it in 4 quarters. The position peaked at $464K in Q1 2023. 195 funds tracked by Wall St. Rank hold OCFC as of Q1 2024.

  • New York Life Investment Management reported no remaining OceanFirst Financial position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 18,832 OceanFirst Financial shares in Q1 2024, an estimated $327K.
  • New York Life Investment Management first reported a position in OceanFirst Financial in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's OceanFirst Financial position peaked at $464K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.