SGC
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Slocum, Gordon & Co’s OceanFirst Financial OCFC Stock Holding History

Slocum, Gordon & Co’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
Q2 		– Sell
-400
Closed -$7.39K – 146
2023
Q1 		$7.39K Hold
400
– – 0.01% 115
2022
Q4 		$8.5K Buy
+400
New +$8.73K 0.01% 108

Other funds holding OCFC

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Slocum, Gordon & Co's OCFC Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of OceanFirst Financial (OCFC) in Q2 2023, closing a stake of 400 shares — an estimated $7.39K sold.

Slocum, Gordon & Co first reported a position in OCFC in Q4 2022 and held it in 2 quarters. The position peaked at $8.5K in Q4 2022. 171 funds tracked by Wall St. Rank hold OCFC as of Q2 2023.

  • Slocum, Gordon & Co reported no remaining OceanFirst Financial position as of Q2 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 400 OceanFirst Financial shares in Q2 2023, an estimated $7.39K.
  • Slocum, Gordon & Co first reported a position in OceanFirst Financial in Q4 2022 and held it in 2 quarters.
  • Slocum, Gordon & Co's OceanFirst Financial position peaked at $8.5K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.