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NewSquare Capital’s OceanFirst Financial OCFC Stock Holding History

NewSquare 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
2020
Q2 		– Sell
-18,437
Closed -$293K – 416
2020
Q1 		$293K Buy
+18,437
New +$389K 0.05% 124
2019
Q3 		– Sell
-18,437
Closed -$458K – 327
2019
Q2 		$458K Hold
18,437
– – 0.08% 97
2019
Q1 		$444K Buy
+18,437
New +$448K 0.08% 91

Other funds holding OCFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

NewSquare Capital's OCFC Position: Q2 2020 in Review

NewSquare Capital sold out of OceanFirst Financial (OCFC) in Q2 2020, closing a stake of 18,437 shares — an estimated $293K sold.

NewSquare Capital first reported a position in OCFC in Q1 2019 and held it in 3 quarters. The position peaked at $458K in Q2 2019. 146 funds tracked by Wall St. Rank hold OCFC as of Q2 2020.

  • NewSquare Capital reported no remaining OceanFirst Financial position as of Q2 2020 after selling out during the quarter.
  • NewSquare Capital sold 18,437 OceanFirst Financial shares in Q2 2020, an estimated $293K.
  • NewSquare Capital first reported a position in OceanFirst Financial in Q1 2019 and held it in 3 quarters.
  • NewSquare Capital's OceanFirst Financial position peaked at $458K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2020.

Based on NewSquare Capital's 13F filing for Q2 2020, filed 5 Aug 2020.