Schroder Investment Management Group
FOCS

Schroder Investment Management Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Schroder Investment Management Group’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
-8,909
Closed -$371K – 1639
2021
Q1 		$371K Sell
8,909
-7,594
-46% -$368K ﹤0.01% 1275
2020
Q4 		$718K Sell
16,503
-43,139
-72% -$1.73M ﹤0.01% 1152
2020
Q3 		$1.97M Buy
+59,642
New +$2.11M ﹤0.01% 892

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group's FOCS Position: Q2 2021 in Review

Schroder Investment Management Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2021, closing a stake of 8,909 shares — an estimated $371K sold.

Schroder Investment Management Group first reported a position in FOCS in Q3 2020 and held it in 3 quarters. The position peaked at $1.97M in Q3 2020. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2021.

  • Schroder Investment Management Group reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2021 after selling out during the quarter.
  • Schroder Investment Management Group sold 8,909 Focus Financial Partners Inc. Class A shares in Q2 2021, an estimated $371K.
  • Schroder Investment Management Group first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 3 quarters.
  • Schroder Investment Management Group's Focus Financial Partners Inc. Class A position peaked at $1.97M in Q3 2020.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2021.

Based on Schroder Investment Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.