PVH
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Psagot Value Holdings’s OceanFirst Financial OCFC Stock Holding History

Psagot Value Holdings’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
Q3 		– Sell
-523
Closed -$8K – 582
2023
Q2 		$8K Buy
523
+362
+225% +$5.64K ﹤0.01% 340
2023
Q1 		$3K Buy
+161
New +$3.57K ﹤0.01% 380

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Psagot Value Holdings's OCFC Position: Q3 2023 in Review

Psagot Value Holdings sold out of OceanFirst Financial (OCFC) in Q3 2023, closing a stake of 523 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in OCFC in Q1 2023 and held it in 2 quarters. The position peaked at $8K in Q2 2023. 182 funds tracked by Wall St. Rank hold OCFC as of Q3 2023.

  • Psagot Value Holdings reported no remaining OceanFirst Financial position as of Q3 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 523 OceanFirst Financial shares in Q3 2023, an estimated $8K.
  • Psagot Value Holdings first reported a position in OceanFirst Financial in Q1 2023 and held it in 2 quarters.
  • Psagot Value Holdings's OceanFirst Financial position peaked at $8K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.