Schroder Investment Management Group
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Schroder Investment Management Group’s OceanFirst Financial OCFC Stock Holding History

Schroder Investment Management Group’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
2022
Q4 		– Sell
-487,654
Closed -$9.09M – 1310
2022
Q3 		$9.09M Sell
487,654
-221,528
-31% -$4.43M 0.02% 632
2022
Q2 		$13.6M Buy
709,182
+709
+0.1% +$13.6K 0.02% 575
2022
Q1 		$14.4M Sell
708,473
-15,221
-2% -$339K 0.02% 573
2021
Q4 		$16.1M Sell
723,694
-54,247
-7% -$1.18M 0.02% 515
2021
Q3 		$16.7M Sell
777,941
-44,420
-5% -$910K 0.03% 517
2021
Q2 		$17.1M Buy
822,361
+20,894
+3% +$468K 0.02% 550
2021
Q1 		$19.2M Buy
801,467
+59,166
+8% +$1.27M 0.02% 518
2020
Q4 		$13.8M Buy
742,301
+108,577
+17% +$1.78M 0.02% 561
2020
Q3 		$9.21M Sell
633,724
-288,030
-31% -$4.52M 0.01% 604
2020
Q2 		$16.3M Sell
921,754
-34,714
-4% -$556K 0.03% 453
2020
Q1 		$14.5M Buy
956,468
+16,306
+2% +$344K 0.03% 446
2019
Q4 		$24M Buy
940,162
+22,470
+2% +$541K 0.04% 450
2019
Q3 		$21.5M Buy
917,692
+81,219
+10% +$1.89M 0.04% 442
2019
Q2 		$20.8M Buy
836,473
+9,093
+1% +$224K 0.04% 438
2019
Q1 		$19.9M Sell
827,380
-34,981
-4% -$850K 0.04% 462
2018
Q4 		$19.4K Buy
862,361
+73,653
+9% +$1.85M 0.04% 441
2018
Q3 		$21.5M Buy
788,708
+123,987
+19% +$3.62M 0.04% 460
2018
Q2 		$20M Buy
+664,721
New +$18.8M 0.04% 461

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
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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
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

Schroder Investment Management Group's OCFC Position: Q4 2022 in Review

Schroder Investment Management Group sold out of OceanFirst Financial (OCFC) in Q4 2022, closing a stake of 487,654 shares — an estimated $9.09M sold.

Schroder Investment Management Group first reported a position in OCFC in Q2 2018 and held it in 18 quarters. The position peaked at $24M in Q4 2019. 191 funds tracked by Wall St. Rank hold OCFC as of Q4 2022.

  • Schroder Investment Management Group reported no remaining OceanFirst Financial position as of Q4 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 487,654 OceanFirst Financial shares in Q4 2022, an estimated $9.09M.
  • Schroder Investment Management Group first reported a position in OceanFirst Financial in Q2 2018 and held it in 18 quarters.
  • Schroder Investment Management Group's OceanFirst Financial position peaked at $24M in Q4 2019.
  • 191 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2022.

Based on Schroder Investment Management Group's 13F filing for Q4 2022, filed 10 Feb 2023.