Occudo Quantitative Strategies’s OceanFirst Financial OCFC Stock Holding History

Occudo Quantitative Strategies’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	-31,332	Closed	-$544K	–	955
2023 Q4	$544K	Buy	31,332 +181	+0.6%	+$2.64K	0.07%	364
2023 Q3	$451K	Buy	+31,151	New	+$524K	0.06%	539
2023 Q2	–	Sell	-30,156	Closed	-$557K	–	1200
2023 Q1	$557K	Sell	30,156 -8,310	-22%	-$184K	0.05%	484
2022 Q4	$817K	Buy	+38,466	New	+$840K	0.1%	347
2022 Q3	–	Sell	-15,636	Closed	-$299K	–	1351
2022 Q2	$299K	Buy	15,636 +177	+1%	+$3.39K	0.02%	793
2022 Q1	$311K	Buy	15,459 +1,594	+11%	+$35.5K	0.03%	803
2021 Q4	$308K	Buy	13,865 +1,071	+8%	+$23.4K	0.03%	752
2021 Q3	$274K	Buy	12,794 +11	+0.1%	+$225	0.03%	760
2021 Q2	$266K	Buy	+12,783	New	+$286K	0.04%	648

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

Occudo Quantitative Strategies's OCFC Position: Q1 2024 in Review

Occudo Quantitative Strategies sold out of OceanFirst Financial (OCFC) in Q1 2024, closing a stake of 31,332 shares — an estimated $544K sold.

Occudo Quantitative Strategies first reported a position in OCFC in Q2 2021 and held it in 9 quarters. The position peaked at $817K in Q4 2022. 195 funds tracked by Wall St. Rank hold OCFC as of Q1 2024.

Occudo Quantitative Strategies reported no remaining OceanFirst Financial position as of Q1 2024 after selling out during the quarter.
Occudo Quantitative Strategies sold 31,332 OceanFirst Financial shares in Q1 2024, an estimated $544K.
Occudo Quantitative Strategies first reported a position in OceanFirst Financial in Q2 2021 and held it in 9 quarters.
Occudo Quantitative Strategies's OceanFirst Financial position peaked at $817K in Q4 2022.
195 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2024, filed 15 May 2024.