Darlington Partners Capital Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Darlington Partners Capital 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
2023 Q2	–	Sell	-857,035	Closed	-$44.5M	–	18
2023 Q1	$44.5M	Sell	857,035 -1,680,741	-66%	-$81M	3.34%	11
2022 Q4	$94.6M	Buy	2,537,776 +1,829	+0.1%	+$65.1K	8.63%	7
2022 Q3	$79.9M	Buy	2,535,947 +335,492	+15%	+$12.8M	6.62%	7
2022 Q2	$74.9M	Buy	2,200,455 +1,343,420	+157%	+$51.3M	5.8%	8
2022 Q1	$44.5M	Sell	857,035 -1,016,030	-54%	-$51M	3.34%	11
2021 Q4	$112M	Buy	+1,873,065	New	+$117M	7.5%	5

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Darlington Partners Capital Management's FOCS Position: Q2 2023 in Review

Darlington Partners Capital Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 857,035 shares — an estimated $44.5M sold.

Darlington Partners Capital Management first reported a position in FOCS in Q4 2021 and held it in 6 quarters. The position peaked at $112M in Q4 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

Darlington Partners Capital Management reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
Darlington Partners Capital Management sold 857,035 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $44.5M.
Darlington Partners Capital Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 6 quarters.
Darlington Partners Capital Management's Focus Financial Partners Inc. Class A position peaked at $112M in Q4 2021.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Darlington Partners Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.