Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$410K Hold
43,107
0.22% 3
2023
Q2
$385K Hold
43,107
0.19% 3
2023
Q1
$194K Hold
43,107
0.12% 3
2022
Q4
$194K Sell
43,107
-54,336
-56% -$375K 0.14% 3
2022
Q3
$768K Hold
97,443
0.45% 3
2022
Q2
$2.09M Hold
97,443
1.27% 4
2022
Q1
$3.46M Hold
97,443
1.13% 4
2021
Q4
$5.44M Buy
+97,443
New +$7.62M 1.22% 4

Other funds holding ROOT

Bullfrog Capital's ROOT Position: Q3 2023 in Review

Bullfrog Capital held its Root (ROOT) position steady in Q3 2023 at 43,107 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #3.

Bullfrog Capital first reported a position in ROOT in Q4 2021 and has held it in 8 quarters since. The position peaked at $5.44M in Q4 2021. 59 funds tracked by Wall St. Rank hold ROOT as of Q3 2023.

  • Bullfrog Capital held 43,107 shares of Root worth $410K as of Q3 2023.
  • Bullfrog Capital left its Root share count unchanged in Q3 2023.
  • Root made up 0.22% of Bullfrog Capital's portfolio in Q3 2023, its #3 holding.
  • Bullfrog Capital first reported a position in Root in Q4 2021 and has held it in 8 quarters since.
  • Bullfrog Capital's Root position peaked at $5.44M in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Root as of Q3 2023.

Based on Bullfrog Capital's 13F filing for Q3 2023, filed 14 Nov 2023.