Golden Gate Private Equity’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Golden Gate Private Equity’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
2020 Q3	–	Sell	-307,454	Closed	-$10.2M	–	22
2020 Q2	$10.2M	Buy	307,454 +38,727	+14%	+$969K	3.61%	8
2020 Q1	$6.18M	Buy	268,727 +188,027	+233%	+$4.99M	2.87%	11
2019 Q4	$1.92M	Hold	80,700	–	–	0.65%	24
2019 Q3	$1.92M	Buy	+80,700	New	+$1.99M	0.65%	24

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Golden Gate Private Equity's FOCS Position: Q3 2020 in Review

Golden Gate Private Equity sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2020, closing a stake of 307,454 shares — an estimated $10.2M sold.

Golden Gate Private Equity first reported a position in FOCS in Q3 2019 and held it in 4 quarters. The position peaked at $10.2M in Q2 2020. 149 funds tracked by Wall St. Rank hold FOCS as of Q3 2020.

Golden Gate Private Equity reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2020 after selling out during the quarter.
Golden Gate Private Equity sold 307,454 Focus Financial Partners Inc. Class A shares in Q3 2020, an estimated $10.2M.
Golden Gate Private Equity first reported a position in Focus Financial Partners Inc. Class A in Q3 2019 and held it in 4 quarters.
Golden Gate Private Equity's Focus Financial Partners Inc. Class A position peaked at $10.2M in Q2 2020.
149 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2020.

Based on Golden Gate Private Equity's 13F filing for Q3 2020, filed 13 Nov 2020.