Massachusetts Financial Services
FOCS

Massachusetts Financial Services’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Massachusetts Financial Services’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
Q1 		– Sell
-2,171,166
Closed -$80.9M – 888
2022
Q4 		$80.9M Sell
2,171,166
-75,326
-3% -$2.68M 0.03% 378
2022
Q3 		$70.8M Buy
2,246,492
+200,261
+10% +$7.64M 0.03% 396
2022
Q2 		$69.7M Buy
2,046,231
+1,006,112
+97% +$38.4M 0.02% 406
2022
Q1 		$47.6M Buy
1,040,119
+28,651
+3% +$1.44M 0.01% 490
2021
Q4 		$60.4M Sell
1,011,468
-485,758
-32% -$30.2M 0.02% 475
2021
Q3 		$78.4M Buy
1,497,226
+36,089
+2% +$1.84M 0.02% 424
2021
Q2 		$70.9M Sell
1,461,137
-4,182
-0.3% -$202K 0.02% 448
2021
Q1 		$61M Buy
1,465,319
+268,973
+22% +$13M 0.02% 456
2020
Q4 		$52M Buy
1,196,346
+314,733
+36% +$12.6M 0.02% 468
2020
Q3 		$28.9M Buy
+881,613
New +$31.2M 0.01% 516

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Massachusetts Financial Services's FOCS Position: Q1 2023 in Review

Massachusetts Financial Services sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 2,171,166 shares — an estimated $80.9M sold.

Massachusetts Financial Services first reported a position in FOCS in Q3 2020 and held it in 10 quarters. The position peaked at $80.9M in Q4 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Massachusetts Financial Services reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 2,171,166 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $80.9M.
  • Massachusetts Financial Services first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 10 quarters.
  • Massachusetts Financial Services's Focus Financial Partners Inc. Class A position peaked at $80.9M in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Massachusetts Financial Services's 13F filing for Q1 2023, filed 10 May 2023.