Zeke Capital Advisors’s OceanFirst Financial OCFC Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$219K	Hold	10,312	–	–	0.01%	423
2022 Q3	$192K	Hold	10,312	–	–	0.01%	439
2022 Q2	$197K	Hold	10,312	–	–	0.01%	451
2022 Q1	$207K	Hold	10,312	–	–	0.01%	478
2021 Q4	$229K	Hold	10,312	–	–	0.01%	265
2021 Q3	$221K	Hold	10,312	–	–	0.01%	267
2021 Q2	$215K	Hold	10,312	–	–	0.01%	291
2021 Q1	$247K	Sell	10,312 -10,313	-50%	-$222K	0.02%	245
2020 Q4	$384K	Hold	20,625	–	–	0.03%	157
2020 Q3	$282K	Hold	20,625	–	–	0.03%	167
2020 Q2	$364K	Hold	20,625	–	–	0.07%	124
2020 Q1	$328K	Hold	20,625	–	–	0.09%	127
2019 Q4	$527K	Buy	+20,625	New	+$496K	0.04%	364
2019 Q1	–	Sell	-758,626	Closed	-$17.1M	–	583
2018 Q4	$17.1M	Buy	+758,626	New	+$19M	1.63%	9

Other funds holding OCFC

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

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Zeke Capital Advisors's OCFC Position: Q4 2022 in Review

Zeke Capital Advisors held its OceanFirst Financial (OCFC) position steady in Q4 2022 at 10,312 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #423.

Zeke Capital Advisors first reported a position in OCFC in Q4 2018 and has held it in 14 quarters since. The position peaked at $17.1M in Q4 2018. 191 funds tracked by Wall St. Rank hold OCFC as of Q4 2022.

Zeke Capital Advisors held 10,312 shares of OceanFirst Financial worth $219K as of Q4 2022.
Zeke Capital Advisors left its OceanFirst Financial share count unchanged in Q4 2022.
OceanFirst Financial made up 0.01% of Zeke Capital Advisors's portfolio in Q4 2022, its #423 holding.
Zeke Capital Advisors first reported a position in OceanFirst Financial in Q4 2018 and has held it in 14 quarters since.
Zeke Capital Advisors's OceanFirst Financial position peaked at $17.1M in Q4 2018.
191 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.