Loomis, Sayles & Company
FOCS

Loomis, Sayles & Company’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Loomis, Sayles & Company’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
2023
Q3 		– Sell
-412,435
Closed -$21.7M – 1046
2023
Q2 		$21.7M Sell
412,435
-3,813
-0.9% -$199K 0.03% 238
2023
Q1 		$21.6M Sell
416,248
-430,385
-51% -$20.7M 0.04% 225
2022
Q4 		$31.6M Sell
846,633
-20,253
-2% -$721K 0.06% 165
2022
Q3 		$27.3M Sell
866,886
-10,428
-1% -$398K 0.06% 176
2022
Q2 		$29.9M Sell
877,314
-4,460
-0.5% -$170K 0.06% 169
2022
Q1 		$40.3M Sell
881,774
-16,822
-2% -$845K 0.05% 168
2021
Q4 		$53.7M Sell
898,596
-24,232
-3% -$1.51M 0.06% 135
2021
Q3 		$48.3M Sell
922,828
-14,317
-2% -$731K 0.06% 154
2021
Q2 		$45.5M Sell
937,145
-18,992
-2% -$916K 0.06% 171
2021
Q1 		$39.8M Sell
956,137
-3,075
-0.3% -$149K 0.05% 191
2020
Q4 		$41.7M Buy
959,212
+123,830
+15% +$4.97M 0.06% 156
2020
Q3 		$27.4M Buy
+835,382
New +$29.5M 0.04% 185

Loomis, Sayles & Company's FOCS Position: Q3 2023 in Review

Loomis, Sayles & Company sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 412,435 shares — an estimated $21.7M sold.

Loomis, Sayles & Company first reported a position in FOCS in Q3 2020 and held it in 12 quarters. The position peaked at $53.7M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Loomis, Sayles & Company reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 412,435 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $21.7M.
  • Loomis, Sayles & Company first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 12 quarters.
  • Loomis, Sayles & Company's Focus Financial Partners Inc. Class A position peaked at $53.7M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Loomis, Sayles & Company's 13F filing for Q3 2023, filed 9 Nov 2023.