ROC
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River Oaks Capital’s OceanFirst Financial OCFC Stock Holding History

River Oaks Capital’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
-4,000
Closed -$62.5K – 47
2023
Q2 		$62.5K Sell
4,000
-11,500
-74% -$179K 0.1% 46
2023
Q1 		$286K Buy
+15,500
New +$343K 0.4% 41

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

River Oaks Capital's OCFC Position: Q3 2023 in Review

River Oaks Capital sold out of OceanFirst Financial (OCFC) in Q3 2023, closing a stake of 4,000 shares — an estimated $62.5K sold.

River Oaks Capital first reported a position in OCFC in Q1 2023 and held it in 2 quarters. The position peaked at $286K in Q1 2023. 182 funds tracked by Wall St. Rank hold OCFC as of Q3 2023.

  • River Oaks Capital reported no remaining OceanFirst Financial position as of Q3 2023 after selling out during the quarter.
  • River Oaks Capital sold 4,000 OceanFirst Financial shares in Q3 2023, an estimated $62.5K.
  • River Oaks Capital first reported a position in OceanFirst Financial in Q1 2023 and held it in 2 quarters.
  • River Oaks Capital's OceanFirst Financial position peaked at $286K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2023.

Based on River Oaks Capital's 13F filing for Q3 2023, filed 27 Oct 2023.