Truist Financial
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Truist Financial’s OceanFirst Financial OCFC Stock Holding History

Truist Financial’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
Q4 		– Sell
-19,862
Closed -$287K – 2691
2023
Q3 		$287K Sell
19,862
-3,958
-17% -$66.6K ﹤0.01% 2274
2023
Q2 		$372K Sell
23,820
-6,412
-21% -$100K ﹤0.01% 2127
2023
Q1 		$559K Buy
+30,232
New +$670K ﹤0.01% 1914
2022
Q4 		– Sell
-10,665
Closed -$199K – 2653
2022
Q3 		$199K Sell
10,665
-11,671
-52% -$233K ﹤0.01% 2311
2022
Q2 		$427K Buy
+22,336
New +$428K ﹤0.01% 2003

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial's OCFC Position: Q4 2023 in Review

Truist Financial sold out of OceanFirst Financial (OCFC) in Q4 2023, closing a stake of 19,862 shares — an estimated $287K sold.

Truist Financial first reported a position in OCFC in Q2 2022 and held it in 5 quarters. The position peaked at $559K in Q1 2023. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2023.

  • Truist Financial reported no remaining OceanFirst Financial position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 19,862 OceanFirst Financial shares in Q4 2023, an estimated $287K.
  • Truist Financial first reported a position in OceanFirst Financial in Q2 2022 and held it in 5 quarters.
  • Truist Financial's OceanFirst Financial position peaked at $559K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.