Engineers Gate Manager’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Engineers Gate Manager’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	-11,828	Closed	-$614K	–	2117
2023 Q1	$614K	Buy	+11,828	New	+$570K	0.03%	876
2022 Q4	–	Sell	-6,518	Closed	-$205K	–	2128
2022 Q3	$205K	Buy	+6,518	New	+$249K	0.01%	1311
2022 Q2	–	Sell	-34,049	Closed	-$1.56M	–	2349
2022 Q1	$1.56M	Sell	34,049 -7,398	-18%	-$371K	0.06%	426
2021 Q4	$2.48M	Buy	+41,447	New	+$2.58M	0.11%	217
2021 Q2	–	Sell	-5,390	Closed	-$224K	–	2136
2021 Q1	$224K	Buy	+5,390	New	+$261K	0.01%	1531
2020 Q3	–	Sell	-8,764	Closed	-$290K	–	2063
2020 Q2	$290K	Buy	+8,764	New	+$219K	0.01%	1239
2018 Q4	–	Sell	-41,387	Closed	-$1.96M	–	1201
2018 Q3	$1.96M	Buy	+41,387	New	+$1.77M	0.15%	217

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

Engineers Gate Manager's FOCS Position: Q2 2023 in Review

Engineers Gate Manager sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 11,828 shares — an estimated $614K sold.

Engineers Gate Manager first reported a position in FOCS in Q3 2018 and held it in 7 quarters. The position peaked at $2.48M in Q4 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

Engineers Gate Manager reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
Engineers Gate Manager sold 11,828 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $614K.
Engineers Gate Manager first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 7 quarters.
Engineers Gate Manager's Focus Financial Partners Inc. Class A position peaked at $2.48M in Q4 2021.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Engineers Gate Manager's 13F filing for Q2 2023, filed 14 Aug 2023.