Eaton Vance Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Eaton Vance Management’s Portfolio FOCS Stock Details FOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$763K	Buy	24,223 +223	+0.9%	+$8.51K	﹤0.01%	1276
2022 Q2	$817K	Hold	24,000	–	–	﹤0.01%	1294
2022 Q1	$1.1M	Hold	24,000	–	–	﹤0.01%	1342
2021 Q4	$1.43M	Hold	24,000	–	–	﹤0.01%	1107
2021 Q3	$1.26M	Sell	24,000 -39	-0.2%	-$1.99K	﹤0.01%	1040
2021 Q2	$1.17M	Buy	24,039 +39	+0.2%	+$1.88K	﹤0.01%	1139
2021 Q1	$999K	Hold	24,000	–	–	﹤0.01%	1132
2020 Q4	$1.04M	Hold	24,000	–	–	﹤0.01%	1083
2020 Q3	$787K	Buy	+24,000	New	+$849K	﹤0.01%	1048

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Eaton Vance Management's FOCS Position: Q3 2022 in Review

Eaton Vance Management increased its Focus Financial Partners Inc. Class A (FOCS) stake by 0.93% in Q3 2022, buying an estimated $8.51K and bringing the position to 24,223 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Eaton Vance Management first reported a position in FOCS in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.43M in Q4 2021. 198 funds tracked by Wall St. Rank hold FOCS as of Q3 2022.

Eaton Vance Management held 24,223 shares of Focus Financial Partners Inc. Class A worth $763K as of Q3 2022.
Eaton Vance Management bought 223 Focus Financial Partners Inc. Class A shares in Q3 2022, an estimated $8.51K.
Focus Financial Partners Inc. Class A made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1276 holding.
Eaton Vance Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and has held it in 9 quarters since.
Eaton Vance Management's Focus Financial Partners Inc. Class A position peaked at $1.43M in Q4 2021.
198 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.