Prelude Capital Management’s OceanFirst Financial OCFC Stock Holding History

Prelude Capital 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	-12,803	Closed	-$237K	–	1289
2023 Q1	$237K	Sell	12,803 -46,698	-78%	-$1.03M	0.01%	772
2022 Q4	$1.26M	Buy	59,501 +3,536	+6%	+$77.2K	0.07%	309
2022 Q3	$1.04M	Buy	55,965 +7,358	+15%	+$147K	0.04%	406
2022 Q2	$930K	Buy	48,607 +4,237	+10%	+$81.2K	0.03%	556
2022 Q1	$892K	Sell	44,370 -4,419	-9%	-$98.5K	0.03%	637
2021 Q4	$1.08M	Sell	48,789 -3,395	-7%	-$74K	0.03%	566
2021 Q3	$1.12M	Buy	52,184 +41,181	+374%	+$844K	0.03%	518
2021 Q2	$229K	Buy	11,003 +1,003	+10%	+$22.5K	0.01%	1330
2021 Q1	$239K	Buy	+10,000	New	+$215K	0.01%	1252
2017 Q1	–	Sell	-3,906	Closed	-$117K	–	1697
2016 Q4	$117K	Buy	+3,906	New	+$90.9K	0.01%	774
2016 Q1	–	Sell	-50	Closed	-$1K	–	1442
2015 Q4	$1K	Buy	+50	New	+$960	﹤0.01%	1415

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

Prelude Capital Management's OCFC Position: Q2 2023 in Review

Prelude Capital Management sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 12,803 shares — an estimated $237K sold.

Prelude Capital Management first reported a position in OCFC in Q4 2015 and held it in 11 quarters. The position peaked at $1.26M in Q4 2022. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

Prelude Capital Management reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
Prelude Capital Management sold 12,803 OceanFirst Financial shares in Q2 2023, an estimated $237K.
Prelude Capital Management first reported a position in OceanFirst Financial in Q4 2015 and held it in 11 quarters.
Prelude Capital Management's OceanFirst Financial position peaked at $1.26M in Q4 2022.
171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Prelude Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.