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Planning Capital Management Corporation’s OceanFirst Financial OCFC Stock Holding History

Planning Capital Management Corporation’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
Q3 		$5.76K Hold
310
– – ﹤0.01% 500
2024
Q2 		$4.93K Hold
310
– – ﹤0.01% 464
2024
Q1 		$5.09K Hold
310
– – ﹤0.01% 477
2023
Q4 		$5.38K Buy
+310
New +$4.52K ﹤0.01% 475

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Dimensional Fund Advisors
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Planning Capital Management Corporation's OCFC Position: Q3 2024 in Review

Planning Capital Management Corporation held its OceanFirst Financial (OCFC) position steady in Q3 2024 at 310 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Planning Capital Management Corporation first reported a position in OCFC in Q4 2023 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

  • Planning Capital Management Corporation held 310 shares of OceanFirst Financial worth $5.76K as of Q3 2024.
  • Planning Capital Management Corporation left its OceanFirst Financial share count unchanged in Q3 2024.
  • OceanFirst Financial made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #500 holding.
  • Planning Capital Management Corporation first reported a position in OceanFirst Financial in Q4 2023 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.