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Putnam Investments’s OceanFirst Financial OCFC Stock Holding History

Putnam Investments’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
Q4 		$474K Buy
27,331
+3,995
+17% +$58.3K ﹤0.01% 943
2023
Q3 		$338K Sell
23,336
-201
-0.9% -$3.38K ﹤0.01% 1038
2023
Q2 		$368K Buy
23,537
+6,168
+36% +$96.2K ﹤0.01% 1018
2023
Q1 		$321K Buy
17,369
+1,187
+7% +$26.3K ﹤0.01% 1073
2022
Q4 		$344K Sell
16,182
-14,216
-47% -$310K ﹤0.01% 1046
2022
Q3 		$567K Sell
30,398
-549
-2% -$11K ﹤0.01% 917
2022
Q2 		$592K Sell
30,947
-383
-1% -$7.34K ﹤0.01% 915
2022
Q1 		$630K Buy
31,330
+4,895
+19% +$109K ﹤0.01% 955
2021
Q4 		$587K Buy
+26,435
New +$576K ﹤0.01% 927
2020
Q4 		– Sell
-102,700
Closed -$1.41M – 836
2020
Q3 		$1.41M Buy
102,700
+6,800
+7% +$107K ﹤0.01% 717
2020
Q2 		$1.69M Buy
+95,900
New +$1.54M ﹤0.01% 705
2019
Q4 		– Sell
-93,700
Closed -$2.21M – 932
2019
Q3 		$2.21M Buy
93,700
+30,000
+47% +$698K ﹤0.01% 705
2019
Q2 		$1.58M Sell
63,700
-1,000
-2% -$24.6K ﹤0.01% 744
2019
Q1 		$1.56M Buy
64,700
+24,200
+60% +$588K ﹤0.01% 725
2018
Q4 		$912K Buy
+40,500
New +$1.01M ﹤0.01% 758
2018
Q1 		– Sell
-53,200
Closed -$1.4M – 1148
2017
Q4 		$1.4M Sell
53,200
-20,500
-28% -$559K ﹤0.01% 829
2017
Q3 		$2.03M Buy
+73,700
New +$1.92M ﹤0.01% 762

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Putnam Investments's OCFC Position: Q4 2023 in Review

Putnam Investments increased its OceanFirst Financial (OCFC) stake by 17% in Q4 2023, buying an estimated $58.3K and bringing the position to 27,331 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Putnam Investments first reported a position in OCFC in Q3 2017 and has held it in 17 quarters since. The position peaked at $2.21M in Q3 2019. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2023.

  • Putnam Investments held 27,331 shares of OceanFirst Financial worth $474K as of Q4 2023.
  • Putnam Investments bought 3,995 OceanFirst Financial shares in Q4 2023, an estimated $58.3K.
  • OceanFirst Financial made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #943 holding.
  • Putnam Investments first reported a position in OceanFirst Financial in Q3 2017 and has held it in 17 quarters since.
  • Putnam Investments's OceanFirst Financial position peaked at $2.21M in Q3 2019.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.