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Stephens Inc’s OceanFirst Financial OCFC Stock Holding History

Stephens Inc’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
Q3 		– Sell
-111,228
Closed -$2.32M – 1386
2021
Q2 		$2.32M Hold
111,228
– – 0.03% 443
2021
Q1 		$2.66M Buy
+111,228
New +$2.39M 0.04% 405

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Stephens Inc's OCFC Position: Q3 2021 in Review

Stephens Inc sold out of OceanFirst Financial (OCFC) in Q3 2021, closing a stake of 111,228 shares — an estimated $2.32M sold.

Stephens Inc first reported a position in OCFC in Q1 2021 and held it in 2 quarters. The position peaked at $2.66M in Q1 2021. 174 funds tracked by Wall St. Rank hold OCFC as of Q3 2021.

  • Stephens Inc reported no remaining OceanFirst Financial position as of Q3 2021 after selling out during the quarter.
  • Stephens Inc sold 111,228 OceanFirst Financial shares in Q3 2021, an estimated $2.32M.
  • Stephens Inc first reported a position in OceanFirst Financial in Q1 2021 and held it in 2 quarters.
  • Stephens Inc's OceanFirst Financial position peaked at $2.66M in Q1 2021.
  • 174 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2021.

Based on Stephens Inc's 13F filing for Q3 2021, filed 27 Oct 2021.