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Focus Financial Network’s New Mountain Finance NMFC Stock Holding History

Focus Financial Network’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-324,625
Closed -$4.14M – 710
2023
Q4 		$4.14M Buy
+324,625
New +$4.14M 0.16% 129
2022
Q1 		– Sell
-65,988
Closed -$904K – 584
2021
Q4 		$904K Buy
65,988
+4,480
+7% +$61.2K 0.13% 142
2021
Q3 		$819K Sell
61,508
-252
-0.4% -$3.37K 0.11% 172
2021
Q2 		$813K Buy
61,760
+12,206
+25% +$159K 0.11% 180
2021
Q1 		$614K Buy
+49,554
New +$605K 0.07% 218

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Focus Financial Network's NMFC Position: Q1 2024 in Review

Focus Financial Network sold out of New Mountain Finance (NMFC) in Q1 2024, closing a stake of 324,625 shares — an estimated $4.14M sold.

Focus Financial Network first reported a position in NMFC in Q1 2021 and held it in 5 quarters. The position peaked at $4.14M in Q4 2023. 176 funds tracked by Wall St. Rank hold NMFC as of Q1 2024.

  • Focus Financial Network reported no remaining New Mountain Finance position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 324,625 New Mountain Finance shares in Q1 2024, an estimated $4.14M.
  • Focus Financial Network first reported a position in New Mountain Finance in Q1 2021 and held it in 5 quarters.
  • Focus Financial Network's New Mountain Finance position peaked at $4.14M in Q4 2023.
  • 176 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.