Qube Research & Technologies (QRT)’s OceanFirst Financial OCFC Stock Holding History

Qube Research & Technologies (QRT)’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
2025 Q1	–	Sell	-62,544	Closed	-$1.13M	–	3761
2024 Q4	$1.13M	Buy	62,544 +27,784	+80%	+$530K	﹤0.01%	2123
2024 Q3	$646K	Buy	34,760 +20,247	+140%	+$348K	﹤0.01%	2189
2024 Q2	$231K	Sell	14,513 -9,167	-39%	-$139K	﹤0.01%	2387
2024 Q1	$389K	Sell	23,680 -57,153	-71%	-$922K	﹤0.01%	2673
2023 Q4	$1.4M	Buy	80,833 +25,484	+46%	+$372K	﹤0.01%	1723
2023 Q3	$801K	Buy	55,349 +35,409	+178%	+$596K	﹤0.01%	1833
2023 Q2	$311K	Sell	19,940 -112,115	-85%	-$1.75M	﹤0.01%	1649
2023 Q1	$2.44M	Buy	132,055 +80,010	+154%	+$1.77M	0.01%	914
2022 Q4	$1.11M	Buy	52,045 +26,816	+106%	+$585K	0.01%	1183
2022 Q3	$470K	Buy	+25,229	New	+$504K	﹤0.01%	1496
2022 Q2	–	Sell	-63,920	Closed	-$1.28M	–	2948
2022 Q1	$1.28M	Buy	+63,920	New	+$1.42M	0.01%	1033
2021 Q3	–	Sell	-37,704	Closed	-$786K	–	2613
2021 Q2	$786K	Buy	+37,704	New	+$844K	0.01%	1044
2020 Q4	–	Sell	-27,910	Closed	-$382K	–	2096
2020 Q3	$382K	Buy	+27,910	New	+$438K	0.01%	1137

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Qube Research & Technologies (QRT)'s OCFC Position: Q1 2025 in Review

Qube Research & Technologies (QRT) sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 62,544 shares — an estimated $1.13M sold.

Qube Research & Technologies (QRT) first reported a position in OCFC in Q3 2020 and held it in 13 quarters. The position peaked at $2.44M in Q1 2023. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

Qube Research & Technologies (QRT) reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
Qube Research & Technologies (QRT) sold 62,544 OceanFirst Financial shares in Q1 2025, an estimated $1.13M.
Qube Research & Technologies (QRT) first reported a position in OceanFirst Financial in Q3 2020 and held it in 13 quarters.
Qube Research & Technologies (QRT)'s OceanFirst Financial position peaked at $2.44M in Q1 2023.
205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2025, filed 15 May 2025.