Moody Aldrich Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Moody Aldrich Partners’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	-159,213	Closed	-$5.93M	–	181
2022 Q4	$5.93M	Sell	159,213 -68,458	-30%	-$2.44M	1.2%	26
2022 Q3	$7.17M	Sell	227,671 -247,903	-52%	-$9.46M	1.48%	16
2022 Q2	$16.2M	Sell	475,574 -68,051	-13%	-$2.6M	3.18%	1
2022 Q1	$24.9M	Buy	543,625 +181,168	+50%	+$9.1M	3.5%	1
2021 Q4	$21.6M	Sell	362,457 -89,414	-20%	-$5.57M	3.02%	2
2021 Q3	$23.7M	Buy	451,871 +62,982	+16%	+$3.22M	3%	1
2021 Q2	$18.9M	Buy	388,889 +29,437	+8%	+$1.42M	2.65%	1
2021 Q1	$15M	Buy	359,452 +33,131	+10%	+$1.6M	2.16%	3
2020 Q4	$14.2M	Buy	326,321 +61,165	+23%	+$2.45M	2.29%	2
2020 Q3	$8.69M	Buy	+265,156	New	+$9.38M	1.82%	4

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 $6.73T AUM 46.02% 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 190.63% 1-Year Est. Return

PCM

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

Moody Aldrich Partners's FOCS Position: Q1 2023 in Review

Moody Aldrich Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 159,213 shares — an estimated $5.93M sold.

Moody Aldrich Partners first reported a position in FOCS in Q3 2020 and held it in 10 quarters. The position peaked at $24.9M in Q1 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

Moody Aldrich Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
Moody Aldrich Partners sold 159,213 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $5.93M.
Moody Aldrich Partners first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 10 quarters.
Moody Aldrich Partners's Focus Financial Partners Inc. Class A position peaked at $24.9M in Q1 2022.
229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Moody Aldrich Partners's 13F filing for Q1 2023, filed 27 Apr 2023.