SGI
FOCS

Summit Global Investments’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Summit Global Investments’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
-11,100
Closed -$414K – 589
2022
Q4 		$414K Hold
11,100
– – 0.03% 356
2022
Q3 		$350K Hold
11,100
– – 0.03% 381
2022
Q2 		$378K Sell
11,100
-6,500
-37% -$248K 0.03% 368
2022
Q1 		$805K Buy
+17,600
New +$884K 0.06% 263

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Summit Global Investments's FOCS Position: Q1 2023 in Review

Summit Global Investments sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 11,100 shares — an estimated $414K sold.

Summit Global Investments first reported a position in FOCS in Q1 2022 and held it in 4 quarters. The position peaked at $805K in Q1 2022. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Summit Global Investments reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 11,100 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $414K.
  • Summit Global Investments first reported a position in Focus Financial Partners Inc. Class A in Q1 2022 and held it in 4 quarters.
  • Summit Global Investments's Focus Financial Partners Inc. Class A position peaked at $805K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.