Stone Point Capital’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,048,975
| Closed | -$843M | – | 6 |
|
|
2023
Q2 | $843M | Hold |
16,048,975
| – | – | 38.86% | 1 |
|
|
2023
Q1 | $832M | Hold |
16,048,975
| – | – | 39.19% | 1 |
|
|
2022
Q4 | $598M | Hold |
16,048,975
| – | – | 32.37% | 1 |
|
|
2022
Q3 | $506M | Hold |
16,048,975
| – | – | 29.58% | 1 |
|
|
2022
Q2 | $547M | Hold |
16,048,975
| – | – | 25.16% | 1 |
|
|
2022
Q1 | $734M | Hold |
16,048,975
| – | – | 29.2% | 1 |
|
|
2021
Q4 | $958M | Hold |
16,048,975
| – | – | 33.66% | 1 |
|
|
2021
Q3 | $840M | Hold |
16,048,975
| – | – | 36.57% | 1 |
|
|
2021
Q2 | $778M | Hold |
16,048,975
| – | – | 31.96% | 1 |
|
|
2021
Q1 | $668M | Sell |
16,048,975
-5,345,496
| -25% | -$259M | 24.15% | 2 |
|
|
2020
Q4 | $931M | Hold |
21,394,471
| – | – | 53.09% | 1 |
|
|
2020
Q3 | $702M | Hold |
21,394,471
| – | – | 53.37% | 1 |
|
|
2020
Q2 | $707M | Hold |
21,394,471
| – | – | 64.47% | 1 |
|
|
2020
Q1 | $492M | Hold |
21,394,471
| – | – | 55.94% | 1 |
|
|
2019
Q4 | $630M | Hold |
21,394,471
| – | – | 59.82% | 1 |
|
|
2019
Q3 | $509M | Hold |
21,394,471
| – | – | 55.85% | 1 |
|
|
2019
Q2 | $584M | Hold |
21,394,471
| – | – | 60.01% | 1 |
|
|
2019
Q1 | $762M | Hold |
21,394,471
| – | – | 66.65% | 1 |
|
|
2018
Q4 | $563M | Hold |
21,394,471
| – | – | 57.03% | 1 |
|
|
2018
Q3 | $1.02B | Buy |
+21,394,471
| New | +$913M | 61.3% | 1 |
|
Stone Point Capital's FOCS Position: Q3 2023 in Review
Stone Point Capital sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 16,048,975 shares — an estimated $843M sold.
Stone Point Capital first reported a position in FOCS in Q3 2018 and held it in 20 quarters. The position peaked at $1.02B in Q3 2018. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.
- Stone Point Capital reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
- Stone Point Capital sold 16,048,975 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $843M.
- Stone Point Capital first reported a position in Focus Financial Partners Inc. Class A in Q3 2018 and held it in 20 quarters.
- Stone Point Capital's Focus Financial Partners Inc. Class A position peaked at $1.02B in Q3 2018.
- 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.
Based on Stone Point Capital's 13F filing for Q3 2023, filed 31 Oct 2023.