PFO
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Pathstone Family Office’s OceanFirst Financial OCFC Stock Holding History

Pathstone Family Office’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
Q4 		– Sell
-11,940
Closed -$164K – 1285
2020
Q3 		$164K Buy
+11,940
New +$188K 0.02% 219

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FCM
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ECA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Family Office's OCFC Position: Q4 2020 in Review

Pathstone Family Office sold out of OceanFirst Financial (OCFC) in Q4 2020, closing a stake of 11,940 shares — an estimated $164K sold.

Pathstone Family Office first reported a position in OCFC in Q3 2020 and held it in 1 quarter. The position peaked at $164K in Q3 2020. 141 funds tracked by Wall St. Rank hold OCFC as of Q4 2020.

  • Pathstone Family Office reported no remaining OceanFirst Financial position as of Q4 2020 after selling out during the quarter.
  • Pathstone Family Office sold 11,940 OceanFirst Financial shares in Q4 2020, an estimated $164K.
  • Pathstone Family Office first reported a position in OceanFirst Financial in Q3 2020 and held it in 1 quarter.
  • Pathstone Family Office's OceanFirst Financial position peaked at $164K in Q3 2020.
  • 141 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.