Panagora Asset Management’s OceanFirst Financial OCFC Stock Holding History

Panagora Asset 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
2023 Q2	–	Sell	-27,658	Closed	-$511K	–	1402
2023 Q1	$511K	Buy	+27,658	New	+$613K	﹤0.01%	1108
2017 Q4	–	Sell	-5,351	Closed	-$147K	–	2341
2017 Q3	$147K	Buy	+5,351	New	+$139K	﹤0.01%	1785
2016 Q3	–	Sell	-2,417	Closed	-$44K	–	2444
2016 Q2	$44K	Hold	2,417	–	–	﹤0.01%	2083
2016 Q1	$43K	Hold	2,417	–	–	﹤0.01%	2040
2015 Q4	$48K	Buy	+2,417	New	+$46.4K	﹤0.01%	1992

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Panagora Asset Management's OCFC Position: Q2 2023 in Review

Panagora Asset Management sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 27,658 shares — an estimated $511K sold.

Panagora Asset Management first reported a position in OCFC in Q4 2015 and held it in 5 quarters. The position peaked at $511K in Q1 2023. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

Panagora Asset Management reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
Panagora Asset Management sold 27,658 OceanFirst Financial shares in Q2 2023, an estimated $511K.
Panagora Asset Management first reported a position in OceanFirst Financial in Q4 2015 and held it in 5 quarters.
Panagora Asset Management's OceanFirst Financial position peaked at $511K in Q1 2023.
171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.