Kohlberg Kravis Roberts & Co’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Kohlberg Kravis Roberts & Co’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
2021 Q2	–	Sell	-7,144,244	Closed	-$297M	–	158
2021 Q1	$297M	Sell	7,144,244 -2,379,565	-25%	-$115M	1.5%	8
2020 Q4	$414M	Hold	9,523,809	–	–	2.1%	7
2020 Q3	$312M	Hold	9,523,809	–	–	1.78%	7
2020 Q2	$315M	Hold	9,523,809	–	–	1.92%	6
2020 Q1	$219M	Hold	9,523,809	–	–	1.4%	6
2019 Q4	$281M	Hold	9,523,809	–	–	1.37%	7
2019 Q3	$227M	Hold	9,523,809	–	–	1.28%	8
2019 Q2	$260M	Hold	9,523,809	–	–	3.2%	8
2019 Q1	$339M	Hold	9,523,809	–	–	5.16%	5
2018 Q4	$251M	Hold	9,523,809	–	–	4.57%	7
2018 Q3	$452M	Buy	+9,523,809	New	+$407M	5.12%	6

Other funds holding FOCS

SPC

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's FOCS Position: Q2 2021 in Review

Kohlberg Kravis Roberts & Co sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2021, closing a stake of 7,144,244 shares — an estimated $297M sold.

Kohlberg Kravis Roberts & Co first reported a position in FOCS in Q3 2018 and held it in 11 quarters. The position peaked at $452M in Q3 2018. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2021.

Kohlberg Kravis Roberts & Co reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2021 after selling out during the quarter.
Kohlberg Kravis Roberts & Co sold 7,144,244 Focus Financial Partners Inc. Class A shares in Q2 2021, an estimated $297M.
Kohlberg Kravis Roberts & Co first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 11 quarters.
Kohlberg Kravis Roberts & Co's Focus Financial Partners Inc. Class A position peaked at $452M in Q3 2018.
208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2021.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q2 2021, filed 16 Aug 2021.