Bank of Montreal
ROOT icon

Bank of Montreal’s Root ROOT Stock Holding History

Bank of Montreal’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-20,822
Closed -$1.99M – 3818
2021
Q3 		$1.99M Buy
+20,822
New +$2.58M ﹤0.01% 2074
2021
Q2 		– Sell
-539
Closed -$120K – 4708
2021
Q1 		$120K Buy
+539
New +$163K ﹤0.01% 3319

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of Montreal's ROOT Position: Q4 2021 in Review

Bank of Montreal sold out of Root (ROOT) in Q4 2021, closing a stake of 20,822 shares — an estimated $1.99M sold.

Bank of Montreal first reported a position in ROOT in Q1 2021 and held it in 2 quarters. The position peaked at $1.99M in Q3 2021. 110 funds tracked by Wall St. Rank hold ROOT as of Q4 2021.

  • Bank of Montreal reported no remaining Root position as of Q4 2021 after selling out during the quarter.
  • Bank of Montreal sold 20,822 Root shares in Q4 2021, an estimated $1.99M.
  • Bank of Montreal first reported a position in Root in Q1 2021 and held it in 2 quarters.
  • Bank of Montreal's Root position peaked at $1.99M in Q3 2021.
  • 110 funds tracked by Wall St. Rank held Root as of Q4 2021.

Based on Bank of Montreal's 13F filing for Q4 2021, filed 11 Feb 2022.