Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-973,600
Closed -$51.1M 1342
2023
Q2
$51.1M Buy
973,600
+550,500
+130% +$28.7M 0.22% 72
2023
Q1
$21.9M Buy
+423,100
New +$20.4M 0.12% 132
2021
Q2
Sell
-81,600
Closed -$3.4M 2006
2021
Q1
$3.4M Buy
+81,600
New +$3.95M 0.01% 594
2020
Q1
Sell
-35,600
Closed -$1.05M 1181
2019
Q4
$1.05M Buy
+35,600
New +$910K ﹤0.01% 688

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's FOCS Position: Q3 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 973,600 shares — an estimated $51.1M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in FOCS in Q4 2019 and held it in 4 quarters. The position peaked at $51.1M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 973,600 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $51.1M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and held it in 4 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Focus Financial Partners Inc. Class A position peaked at $51.1M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2023, filed 13 Nov 2023.