SPS
OCFC icon

Susquehanna Portfolio Strategies’s OceanFirst Financial OCFC Stock Holding History

Susquehanna Portfolio Strategies’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
Q4 		– Sell
-25,762
Closed -$479K – 235
2024
Q3 		$479K Hold
25,762
– – 0.03% 251
2024
Q2 		$409K Hold
25,762
– – 0.02% 388
2024
Q1 		$423K Sell
25,762
-16,767
-39% -$271K 0.01% 617
2023
Q4 		$738K Buy
+42,529
New +$620K 0.01% 670

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Susquehanna Portfolio Strategies's OCFC Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of OceanFirst Financial (OCFC) in Q4 2024, closing a stake of 25,762 shares — an estimated $479K sold.

Susquehanna Portfolio Strategies first reported a position in OCFC in Q4 2023 and held it in 4 quarters. The position peaked at $738K in Q4 2023. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining OceanFirst Financial position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 25,762 OceanFirst Financial shares in Q4 2024, an estimated $479K.
  • Susquehanna Portfolio Strategies first reported a position in OceanFirst Financial in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's OceanFirst Financial position peaked at $738K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.