SPA
OCFC icon

Sherbrooke Park Advisers’s OceanFirst Financial OCFC Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-14,815
Closed -$235K – 1150
2024
Q2 		$235K Buy
14,815
+4,400
+42% +$66.5K 0.04% 717
2024
Q1 		$171K Buy
+10,415
New +$168K 0.03% 759

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sherbrooke Park Advisers's OCFC Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of OceanFirst Financial (OCFC) in Q3 2024, closing a stake of 14,815 shares — an estimated $235K sold.

Sherbrooke Park Advisers first reported a position in OCFC in Q1 2024 and held it in 2 quarters. The position peaked at $235K in Q2 2024. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining OceanFirst Financial position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 14,815 OceanFirst Financial shares in Q3 2024, an estimated $235K.
  • Sherbrooke Park Advisers first reported a position in OceanFirst Financial in Q1 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's OceanFirst Financial position peaked at $235K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.