SAM
FOCS

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

Skyline 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
Q4 		$1.55M Sell
35,600
-179,100
-83% -$7.19M 2% 14
2020
Q3 		$7.04M Sell
214,700
-28,000
-12% -$990K 1.93% 23
2020
Q2 		$8.02M Buy
242,700
+5,600
+2% +$140K 2.26% 4
2020
Q1 		$5.46M Buy
237,100
+3,800
+2% +$101K 1.81% 29
2019
Q4 		$6.88M Buy
+233,300
New +$5.97M 1.33% 50

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Skyline Asset Management's FOCS Position: Q4 2020 in Review

Skyline Asset Management reduced its Focus Financial Partners Inc. Class A (FOCS) stake by 83% in Q4 2020, selling an estimated $7.19M and leaving 35,600 shares worth $1.55M. The position accounts for 2% of the portfolio, ranked #14.

Skyline Asset Management first reported a position in FOCS in Q4 2019 and has held it in 5 quarters since. The position peaked at $8.02M in Q2 2020. 164 funds tracked by Wall St. Rank hold FOCS as of Q4 2020.

  • Skyline Asset Management held 35,600 shares of Focus Financial Partners Inc. Class A worth $1.55M as of Q4 2020.
  • Skyline Asset Management sold 179,100 Focus Financial Partners Inc. Class A shares in Q4 2020, an estimated $7.19M.
  • Focus Financial Partners Inc. Class A made up 2% of Skyline Asset Management's portfolio in Q4 2020, its #14 holding.
  • Skyline Asset Management first reported a position in Focus Financial Partners Inc. Class A in Q4 2019 and has held it in 5 quarters since.
  • Skyline Asset Management's Focus Financial Partners Inc. Class A position peaked at $8.02M in Q2 2020.
  • 164 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2020.

Based on Skyline Asset Management's 13F filing for Q4 2020, filed 26 Jan 2021.