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Yorkville Capital Management’s OceanFirst Financial OCFC Stock Holding History

Yorkville Capital 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
2017
Q4 		$417K Buy
15,900
+100
+0.6% +$2.73K 0.5% 39
2017
Q3 		$434K Hold
15,800
– – 0.5% 37
2017
Q2 		$428K Buy
15,800
+4,100
+35% +$112K 0.48% 41
2017
Q1 		$330K Buy
11,700
+200
+2% +$5.82K 0.32% 41
2016
Q4 		$345K Buy
+11,500
New +$268K 0.34% 44

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Yorkville Capital Management's OCFC Position: Q4 2017 in Review

Yorkville Capital Management increased its OceanFirst Financial (OCFC) stake by 0.63% in Q4 2017, buying an estimated $2.73K and bringing the position to 15,900 shares worth $417K. The position accounts for 0.5% of the portfolio, ranked #39.

Yorkville Capital Management first reported a position in OCFC in Q4 2016 and has held it in 5 quarters since. The position peaked at $434K in Q3 2017. 136 funds tracked by Wall St. Rank hold OCFC as of Q4 2017.

  • Yorkville Capital Management held 15,900 shares of OceanFirst Financial worth $417K as of Q4 2017.
  • Yorkville Capital Management bought 100 OceanFirst Financial shares in Q4 2017, an estimated $2.73K.
  • OceanFirst Financial made up 0.5% of Yorkville Capital Management's portfolio in Q4 2017, its #39 holding.
  • Yorkville Capital Management first reported a position in OceanFirst Financial in Q4 2016 and has held it in 5 quarters since.
  • Yorkville Capital Management's OceanFirst Financial position peaked at $434K in Q3 2017.
  • 136 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2017.

Based on Yorkville Capital Management's 13F filing for Q4 2017, filed 16 Feb 2018.