Ewing Morris & Co Investment Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Ewing Morris & Co Investment Partners’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	-78,660	Closed	-$4.08M	–	30
2023 Q1	$4.08M	Sell	78,660 -160,911	-67%	-$7.75M	3.22%	14
2022 Q4	$8.93M	Hold	239,571	–	–	10.77%	4
2022 Q3	$7.55M	Buy	239,571 +21,275	+10%	+$812K	9.87%	4
2022 Q2	$9.57M	Buy	218,296 +8,000	+4%	+$306K	6.49%	5
2022 Q1	$12M	Buy	210,296 +97,233	+86%	+$4.88M	7.51%	5
2021 Q4	$8.54M	Buy	+113,063	New	+$7.04M	5.83%	6

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 190.63% 1-Year Est. Return

Ewing Morris & Co Investment Partners's FOCS Position: Q2 2023 in Review

Ewing Morris & Co Investment Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 78,660 shares — an estimated $4.08M sold.

Ewing Morris & Co Investment Partners first reported a position in FOCS in Q4 2021 and held it in 6 quarters. The position peaked at $12M in Q1 2022. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

Ewing Morris & Co Investment Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 78,660 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $4.08M.
Ewing Morris & Co Investment Partners first reported a position in Focus Financial Partners Inc. Class A in Q4 2021 and held it in 6 quarters.
Ewing Morris & Co Investment Partners's Focus Financial Partners Inc. Class A position peaked at $12M in Q1 2022.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2023, filed 14 Aug 2023.