Whittier Trust’s OceanFirst Financial OCFC Stock Holding History

Whittier Trust’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 Q1	–	Sell	-909	Closed	-$17K	–	1531
2020 Q4	$17K	Hold	909	–	–	﹤0.01%	1080
2020 Q3	$12K	Hold	909	–	–	﹤0.01%	1100
2020 Q2	$16K	Hold	909	–	–	﹤0.01%	1001
2020 Q1	$14K	Hold	909	–	–	﹤0.01%	1054
2019 Q4	$23K	Hold	909	–	–	﹤0.01%	1004
2019 Q3	$21K	Hold	909	–	–	﹤0.01%	1011
2019 Q2	$23K	Hold	909	–	–	﹤0.01%	933
2019 Q1	$22K	Hold	909	–	–	﹤0.01%	935
2018 Q4	$20K	Buy	+909	New	+$22.8K	﹤0.01%	956

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whittier Trust's OCFC Position: Q1 2021 in Review

Whittier Trust sold out of OceanFirst Financial (OCFC) in Q1 2021, closing a stake of 909 shares — an estimated $17K sold.

Whittier Trust first reported a position in OCFC in Q4 2018 and held it in 9 quarters. The position peaked at $23K in Q4 2019. 161 funds tracked by Wall St. Rank hold OCFC as of Q1 2021.

Whittier Trust reported no remaining OceanFirst Financial position as of Q1 2021 after selling out during the quarter.
Whittier Trust sold 909 OceanFirst Financial shares in Q1 2021, an estimated $17K.
Whittier Trust first reported a position in OceanFirst Financial in Q4 2018 and held it in 9 quarters.
Whittier Trust's OceanFirst Financial position peaked at $23K in Q4 2019.
161 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2021.

Based on Whittier Trust's 13F filing for Q1 2021, filed 26 Apr 2021.