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Evelyn V. Moreno’s Roper Technologies ROP Stock Holding History

Evelyn V. Moreno’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2.05M Sell
3,765
-7,050
-65% -$3.63M 0.97% 37
2023
Q3 		$5.24M Buy
10,815
+252
+2% +$124K 1.14% 35
2023
Q2 		$5.08M Buy
10,563
+186
+2% +$84.2K 1.08% 36
2023
Q1 		$4.57M Buy
10,377
+518
+5% +$224K 1.04% 41
2022
Q4 		$4.26M Buy
9,859
+5,035
+104% +$2.07M 0.99% 43
2022
Q3 		$1.74M Sell
4,824
-7,456
-61% -$3.03M 0.78% 48
2022
Q2 		$4.85M Sell
12,280
-1,026
-8% -$446K 1.13% 37
2022
Q1 		$6.28M Sell
13,306
-210
-2% -$94.5K 1.27% 34
2021
Q4 		$6.65M Buy
13,516
+1,309
+11% +$623K 1.33% 34
2021
Q3 		$5.45M Sell
12,207
-27
-0.2% -$12.9K 1.28% 37
2021
Q2 		$5.75M Sell
12,234
-333
-3% -$147K 1.35% 38
2021
Q1 		$5.07M Buy
12,567
+65
+0.5% +$26.1K 1.21% 39
2020
Q4 		$5.39M Buy
12,502
+2,653
+27% +$1.09M 1.34% 38
2020
Q3 		$3.89M Buy
+9,849
New +$4.1M 1.05% 42

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn V. Moreno's ROP Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Roper Technologies (ROP) stake by 65% in Q4 2023, selling an estimated $3.63M and leaving 3,765 shares worth $2.05M. The position accounts for 0.97% of the portfolio, ranked #37.

Evelyn V. Moreno first reported a position in ROP in Q3 2020 and has held it in 14 quarters since. The position peaked at $6.65M in Q4 2021. 1,210 funds tracked by Wall St. Rank hold ROP as of Q4 2023.

  • Evelyn V. Moreno held 3,765 shares of Roper Technologies worth $2.05M as of Q4 2023.
  • Evelyn V. Moreno sold 7,050 Roper Technologies shares in Q4 2023, an estimated $3.63M.
  • Roper Technologies made up 0.97% of Evelyn V. Moreno's portfolio in Q4 2023, its #37 holding.
  • Evelyn V. Moreno first reported a position in Roper Technologies in Q3 2020 and has held it in 14 quarters since.
  • Evelyn V. Moreno's Roper Technologies position peaked at $6.65M in Q4 2021.
  • 1,210 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.