Paloma Partners’s OceanFirst Financial OCFC Stock Holding History

Paloma Partners’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
2022 Q2	–	Sell	-10,267	Closed	-$206K	–	1541
2022 Q1	$206K	Buy	+10,267	New	+$229K	0.01%	1383
2020 Q4	–	Sell	-19,567	Closed	-$269K	–	2067
2020 Q3	$269K	Buy	+19,567	New	+$307K	0.01%	1557
2020 Q1	–	Sell	-46,145	Closed	-$1.18M	–	1826
2019 Q4	$1.18M	Buy	+46,145	New	+$1.11M	0.02%	866

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GKIM

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paloma Partners's OCFC Position: Q2 2022 in Review

Paloma Partners sold out of OceanFirst Financial (OCFC) in Q2 2022, closing a stake of 10,267 shares — an estimated $206K sold.

Paloma Partners first reported a position in OCFC in Q4 2019 and held it in 3 quarters. The position peaked at $1.18M in Q4 2019. 191 funds tracked by Wall St. Rank hold OCFC as of Q2 2022.

Paloma Partners reported no remaining OceanFirst Financial position as of Q2 2022 after selling out during the quarter.
Paloma Partners sold 10,267 OceanFirst Financial shares in Q2 2022, an estimated $206K.
Paloma Partners first reported a position in OceanFirst Financial in Q4 2019 and held it in 3 quarters.
Paloma Partners's OceanFirst Financial position peaked at $1.18M in Q4 2019.
191 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.