DIM
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Delta Investment Management’s Root ROOT Stock Holding History

Delta Investment Management’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
2022
Q3 		– Sell
-556
Closed -$12K – 176
2022
Q2 		$12K Hold
556
– – 0.01% 137
2022
Q1 		$20K Hold
556
– – 0.01% 139
2021
Q4 		$31K Sell
556
-138
-20% -$10.8K 0.01% 169
2021
Q3 		$66K Buy
+694
New +$86.1K 0.02% 167

Other funds holding ROOT

RCI
Ribbit Capital IV Palo Alto, California $59.1M AUM
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Delta Investment Management's ROOT Position: Q3 2022 in Review

Delta Investment Management sold out of Root (ROOT) in Q3 2022, closing a stake of 556 shares — an estimated $12K sold.

Delta Investment Management first reported a position in ROOT in Q3 2021 and held it in 4 quarters. The position peaked at $66K in Q3 2021. 95 funds tracked by Wall St. Rank hold ROOT as of Q3 2022.

  • Delta Investment Management reported no remaining Root position as of Q3 2022 after selling out during the quarter.
  • Delta Investment Management sold 556 Root shares in Q3 2022, an estimated $12K.
  • Delta Investment Management first reported a position in Root in Q3 2021 and held it in 4 quarters.
  • Delta Investment Management's Root position peaked at $66K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Root as of Q3 2022.

Based on Delta Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.