FFN
NAVI icon

Focus Financial Network’s Navient NAVI Stock Holding History

Focus Financial Network’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,920
Closed -$278K – 707
2023
Q4 		$278K Buy
+14,920
New +$260K 0.01% 599
2022
Q1 		– Sell
-19,627
Closed -$416K – 582
2021
Q4 		$416K Sell
19,627
-449
-2% -$9.08K 0.06% 244
2021
Q3 		$396K Buy
20,076
+66
+0.3% +$1.42K 0.05% 296
2021
Q2 		$387K Sell
20,010
-32
-0.2% -$549 0.05% 307
2021
Q1 		$287K Buy
+20,042
New +$247K 0.03% 343

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return