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Raymond James & Associates’s OceanFirst Financial OCFC Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-23,450
Closed -$385K – 4049
2024
Q1 		$385K Buy
+23,450
New +$378K ﹤0.01% 3230
2023
Q1 		– Sell
-11,900
Closed -$253K – 4012
2022
Q4 		$253K Sell
11,900
-53,606
-82% -$1.17M ﹤0.01% 3315
2022
Q3 		$1.22M Buy
65,506
+9,704
+17% +$194K ﹤0.01% 2271
2022
Q2 		$1.07M Buy
55,802
+44,284
+384% +$849K ﹤0.01% 2390
2022
Q1 		$232K Sell
11,518
-860
-7% -$19.2K ﹤0.01% 3582
2021
Q4 		$275K Sell
12,378
-33,177
-73% -$723K ﹤0.01% 3489
2021
Q3 		$975K Buy
45,555
+3,658
+9% +$74.9K ﹤0.01% 2602
2021
Q2 		$873K Sell
41,897
-1,450
-3% -$32.5K ﹤0.01% 2692
2021
Q1 		$1.04M Sell
43,347
-37,903
-47% -$815K ﹤0.01% 2485
2020
Q4 		$1.51M Buy
+81,250
New +$1.33M ﹤0.01% 2067
2017
Q2 		– Sell
-7,110
Closed -$200K – 3411
2017
Q1 		$200K Buy
+7,110
New +$207K ﹤0.01% 2936

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James & Associates's OCFC Position: Q2 2024 in Review

Raymond James & Associates sold out of OceanFirst Financial (OCFC) in Q2 2024, closing a stake of 23,450 shares — an estimated $385K sold.

Raymond James & Associates first reported a position in OCFC in Q1 2017 and held it in 11 quarters. The position peaked at $1.51M in Q4 2020. 183 funds tracked by Wall St. Rank hold OCFC as of Q2 2024.

  • Raymond James & Associates reported no remaining OceanFirst Financial position as of Q2 2024 after selling out during the quarter.
  • Raymond James & Associates sold 23,450 OceanFirst Financial shares in Q2 2024, an estimated $385K.
  • Raymond James & Associates first reported a position in OceanFirst Financial in Q1 2017 and held it in 11 quarters.
  • Raymond James & Associates's OceanFirst Financial position peaked at $1.51M in Q4 2020.
  • 183 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2024.

Based on Raymond James & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.