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Tradition Asset Management’s OceanFirst Financial OCFC Stock Holding History

Tradition Asset Management’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
2020
Q2 		$261K Hold
14,830
– – 0.07% 153
2020
Q1 		$235K Hold
14,830
– – 0.08% 156
2019
Q4 		$378K Hold
14,830
– – 0.09% 148
2019
Q3 		$349K Hold
14,830
– – 0.09% 149
2019
Q2 		$368K Buy
+14,830
New +$365K 0.1% 140

Other funds holding OCFC

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Tradition Asset Management's OCFC Position: Q2 2020 in Review

Tradition Asset Management held its OceanFirst Financial (OCFC) position steady in Q2 2020 at 14,830 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #153.

Tradition Asset Management first reported a position in OCFC in Q2 2019 and has held it in 5 quarters since. The position peaked at $378K in Q4 2019. 146 funds tracked by Wall St. Rank hold OCFC as of Q2 2020.

  • Tradition Asset Management held 14,830 shares of OceanFirst Financial worth $261K as of Q2 2020.
  • Tradition Asset Management left its OceanFirst Financial share count unchanged in Q2 2020.
  • OceanFirst Financial made up 0.07% of Tradition Asset Management's portfolio in Q2 2020, its #153 holding.
  • Tradition Asset Management first reported a position in OceanFirst Financial in Q2 2019 and has held it in 5 quarters since.
  • Tradition Asset Management's OceanFirst Financial position peaked at $378K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.