Meeder Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Meeder Asset Management’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	-5,403	Closed	-$201K	–	861
2022 Q4	$201K	Buy	+5,403	New	+$192K	0.02%	396
2020 Q4	–	Sell	-5,378	Closed	-$176K	–	2324
2020 Q3	$176K	Buy	+5,378	New	+$190K	0.01%	643
2020 Q2	–	Sell	-478	Closed	-$11K	–	2593
2020 Q1	$11K	Buy	+478	New	+$12.7K	﹤0.01%	1495
2018 Q4	–	Sell	-128	Closed	-$6K	–	1845
2018 Q3	$6K	Buy	+128	New	+$5.46K	﹤0.01%	1304

Other funds holding FOCS

SPC

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Meeder Asset Management's FOCS Position: Q1 2023 in Review

Meeder Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 5,403 shares — an estimated $201K sold.

Meeder Asset Management first reported a position in FOCS in Q3 2018 and held it in 4 quarters. The position peaked at $201K in Q4 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

Meeder Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
Meeder Asset Management sold 5,403 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $201K.
Meeder Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 4 quarters.
Meeder Asset Management's Focus Financial Partners Inc. Class A position peaked at $201K in Q4 2022.
229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Meeder Asset Management's 13F filing for Q1 2023, filed 15 May 2023.