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

Oxford 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
2020 Q1	–	Sell	-19,783	Closed	-$583K	–	1471
2019 Q4	$583K	Sell	19,783 -21,489	-52%	-$549K	0.02%	1161
2019 Q3	$982K	Buy	41,272 +31,074	+305%	+$764K	0.02%	954
2019 Q2	$279K	Buy	+10,198	New	+$332K	0.01%	1465
2018 Q4	–	Sell	-105,656	Closed	-$5.01M	–	2187
2018 Q3	$5.01M	Buy	+105,656	New	+$4.51M	0.1%	225

Other funds holding FOCS

SPC

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Oxford Asset Management's FOCS Position: Q1 2020 in Review

Oxford Asset Management sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2020, closing a stake of 19,783 shares — an estimated $583K sold.

Oxford Asset Management first reported a position in FOCS in Q3 2018 and held it in 4 quarters. The position peaked at $5.01M in Q3 2018. 112 funds tracked by Wall St. Rank hold FOCS as of Q1 2020.

Oxford Asset Management reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2020 after selling out during the quarter.
Oxford Asset Management sold 19,783 Focus Financial Partners Inc. Class A shares in Q1 2020, an estimated $583K.
Oxford Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 4 quarters.
Oxford Asset Management's Focus Financial Partners Inc. Class A position peaked at $5.01M in Q3 2018.
112 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.