Sageworth Trust’s OceanFirst Financial OCFC Stock Holding History

Sageworth Trust’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
2020 Q2	–	Sell	-75	Closed	-$1K	–	308
2020 Q1	$1K	Buy	+75	New	+$1.58K	﹤0.01%	170

Other funds holding OCFC

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sageworth Trust's OCFC Position: Q2 2020 in Review

Sageworth Trust sold out of OceanFirst Financial (OCFC) in Q2 2020, closing a stake of 75 shares — an estimated $1K sold.

Sageworth Trust first reported a position in OCFC in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 146 funds tracked by Wall St. Rank hold OCFC as of Q2 2020.

Sageworth Trust reported no remaining OceanFirst Financial position as of Q2 2020 after selling out during the quarter.
Sageworth Trust sold 75 OceanFirst Financial shares in Q2 2020, an estimated $1K.
Sageworth Trust first reported a position in OceanFirst Financial in Q1 2020 and held it in 1 quarter.
Sageworth Trust's OceanFirst Financial position peaked at $1K in Q1 2020.
146 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2020.

Based on Sageworth Trust's 13F filing for Q2 2020, filed 12 Aug 2020.