EI
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Ellevest Inc’s Root ROOT Stock Holding History

Ellevest Inc’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
2023
Q1 		– Sell
-26
Closed -$117 – 2040
2022
Q4 		$117 Buy
+26
New +$179 ﹤0.01% 1744

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Ellevest Inc's ROOT Position: Q1 2023 in Review

Ellevest Inc sold out of Root (ROOT) in Q1 2023, closing a stake of 26 shares — an estimated $117 sold.

Ellevest Inc first reported a position in ROOT in Q4 2022 and held it in 1 quarter. The position peaked at $117 in Q4 2022. 71 funds tracked by Wall St. Rank hold ROOT as of Q1 2023.

  • Ellevest Inc reported no remaining Root position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 26 Root shares in Q1 2023, an estimated $117.
  • Ellevest Inc first reported a position in Root in Q4 2022 and held it in 1 quarter.
  • Ellevest Inc's Root position peaked at $117 in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Root as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.