William Blair Investment Management
OCFC icon

William Blair Investment Management’s OceanFirst Financial OCFC Stock Holding History

William Blair Investment 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
2021
Q3 		– Sell
-35,021
Closed -$730K – 485
2021
Q2 		$730K Sell
35,021
-268,411
-88% -$6.01M ﹤0.01% 348
2021
Q1 		$7.26M Sell
303,432
-177,851
-37% -$3.83M 0.02% 325
2020
Q4 		$8.97M Sell
481,283
-9,514
-2% -$156K 0.03% 311
2020
Q3 		$6.72M Buy
490,797
+41,372
+9% +$650K 0.03% 307
2020
Q2 		$7.92M Buy
449,425
+2,034
+0.5% +$32.6K 0.03% 278
2020
Q1 		$7.12M Sell
447,391
-18,720
-4% -$395K 0.03% 257
2019
Q4 		$11.9M Sell
466,111
-112,068
-19% -$2.7M 0.05% 264
2019
Q3 		$13.6M Sell
578,179
-37,983
-6% -$884K 0.06% 266
2019
Q2 		$15.3M Sell
616,162
-67,542
-10% -$1.66M 0.06% 261
2019
Q1 		$16.4M Sell
683,704
-28,337
-4% -$688K 0.07% 255
2018
Q4 		$16M Buy
712,041
+127,444
+22% +$3.19M 0.08% 233
2018
Q3 		$15.9M Sell
584,597
-44,159
-7% -$1.29M 0.06% 290
2018
Q2 		$18.8M Sell
628,756
-18,941
-3% -$535K 0.07% 258
2018
Q1 		$17.3M Sell
647,697
-21,950
-3% -$592K 0.07% 258
2017
Q4 		$17.6M Sell
669,647
-9,391
-1% -$256K 0.07% 260
2017
Q3 		$18.7M Sell
679,038
-1,442
-0.2% -$37.6K 0.07% 262
2017
Q2 		$18.5M Buy
680,480
+37,505
+6% +$1.02M 0.07% 260
2017
Q1 		$18.1M Buy
+642,975
New +$18.7M 0.07% 257

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

William Blair Investment Management's OCFC Position: Q3 2021 in Review

William Blair Investment Management sold out of OceanFirst Financial (OCFC) in Q3 2021, closing a stake of 35,021 shares — an estimated $730K sold.

William Blair Investment Management first reported a position in OCFC in Q1 2017 and held it in 18 quarters. The position peaked at $18.8M in Q2 2018. 174 funds tracked by Wall St. Rank hold OCFC as of Q3 2021.

  • William Blair Investment Management reported no remaining OceanFirst Financial position as of Q3 2021 after selling out during the quarter.
  • William Blair Investment Management sold 35,021 OceanFirst Financial shares in Q3 2021, an estimated $730K.
  • William Blair Investment Management first reported a position in OceanFirst Financial in Q1 2017 and held it in 18 quarters.
  • William Blair Investment Management's OceanFirst Financial position peaked at $18.8M in Q2 2018.
  • 174 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2021.

Based on William Blair Investment Management's 13F filing for Q3 2021, filed 10 Nov 2021.