Second Curve Capital’s OceanFirst Financial OCFC Stock Holding History

Second Curve 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
2021 Q2	–	Sell	-83,000	Closed	-$1.99M	–	22
2021 Q1	$1.99M	Sell	83,000 -24,000	-22%	-$516K	2.8%	14
2020 Q4	$1.99M	Sell	107,000 -12,000	-10%	-$196K	4.16%	10
2020 Q3	$1.63M	Buy	119,000 +74,000	+164%	+$1.16M	6.33%	8
2020 Q2	$793K	Buy	+45,000	New	+$720K	3.88%	9
2020 Q1	–	Sell	-10,000	Closed	-$255K	–	15
2019 Q4	$255K	Sell	10,000 -65,000	-87%	-$1.56M	0.14%	17
2019 Q3	$1.77M	Buy	+75,000	New	+$1.74M	1.08%	20
2017 Q2	–	Sell	-11,735	Closed	-$331K	–	27
2017 Q1	$331K	Hold	11,735	–	–	0.12%	25
2016 Q4	$352K	Hold	11,735	–	–	0.13%	24
2016 Q3	$226K	Buy	+11,735	New	+$224K	0.13%	19

Other funds holding OCFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Second Curve Capital's OCFC Position: Q2 2021 in Review

Second Curve Capital sold out of OceanFirst Financial (OCFC) in Q2 2021, closing a stake of 83,000 shares — an estimated $1.99M sold.

Second Curve Capital first reported a position in OCFC in Q3 2016 and held it in 9 quarters. The position peaked at $1.99M in Q4 2020. 167 funds tracked by Wall St. Rank hold OCFC as of Q2 2021.

Second Curve Capital reported no remaining OceanFirst Financial position as of Q2 2021 after selling out during the quarter.
Second Curve Capital sold 83,000 OceanFirst Financial shares in Q2 2021, an estimated $1.99M.
Second Curve Capital first reported a position in OceanFirst Financial in Q3 2016 and held it in 9 quarters.
Second Curve Capital's OceanFirst Financial position peaked at $1.99M in Q4 2020.
167 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2021.

Based on Second Curve Capital's 13F filing for Q2 2021, filed 16 Aug 2021.