UOC
FOCS

UBS O'Connor’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

UBS O'Connor’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
Q3 		– Sell
-2,775,549
Closed -$146M – 680
2023
Q2 		$146M Buy
2,775,549
+1,407,549
+103% +$73.3M 3.07% 8
2023
Q1 		$71M Buy
+1,368,000
New +$65.9M 1.68% 11

UBS O'Connor's FOCS Position: Q3 2023 in Review

UBS O'Connor sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 2,775,549 shares — an estimated $146M sold.

UBS O'Connor first reported a position in FOCS in Q1 2023 and held it in 2 quarters. The position peaked at $146M in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • UBS O'Connor reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • UBS O'Connor sold 2,775,549 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $146M.
  • UBS O'Connor first reported a position in Focus Financial Partners Inc. Class A in Q1 2023 and held it in 2 quarters.
  • UBS O'Connor's Focus Financial Partners Inc. Class A position peaked at $146M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on UBS O'Connor's 13F filing for Q3 2023, filed 14 Nov 2023.