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Watershed Asset Management’s OceanFirst Financial OCFC Stock Holding History

Watershed 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
2023
Q3 		– Sell
-14,975
Closed -$234K – 139
2023
Q2 		$234K Buy
14,975
+2,126
+17% +$33.2K 0.29% 102
2023
Q1 		$237K Buy
12,849
+1,278
+11% +$28.3K 0.29% 107
2022
Q4 		$246K Buy
+11,571
New +$253K 0.31% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Watershed Asset Management's OCFC Position: Q3 2023 in Review

Watershed Asset Management sold out of OceanFirst Financial (OCFC) in Q3 2023, closing a stake of 14,975 shares — an estimated $234K sold.

Watershed Asset Management first reported a position in OCFC in Q4 2022 and held it in 3 quarters. The position peaked at $246K in Q4 2022. 182 funds tracked by Wall St. Rank hold OCFC as of Q3 2023.

  • Watershed Asset Management reported no remaining OceanFirst Financial position as of Q3 2023 after selling out during the quarter.
  • Watershed Asset Management sold 14,975 OceanFirst Financial shares in Q3 2023, an estimated $234K.
  • Watershed Asset Management first reported a position in OceanFirst Financial in Q4 2022 and held it in 3 quarters.
  • Watershed Asset Management's OceanFirst Financial position peaked at $246K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2023.

Based on Watershed Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.