GEM
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Global Endowment Management’s Root ROOT Stock Holding History

Global Endowment 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
2021
Q3 		– Sell
-1,167
Closed -$227K – 120
2021
Q2 		$227K Hold
1,167
– – 0.01% 110
2021
Q1 		$267K Buy
+1,167
New +$353K 0.02% 102

Other funds holding ROOT

DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Global Endowment Management's ROOT Position: Q3 2021 in Review

Global Endowment Management sold out of Root (ROOT) in Q3 2021, closing a stake of 1,167 shares — an estimated $227K sold.

Global Endowment Management first reported a position in ROOT in Q1 2021 and held it in 2 quarters. The position peaked at $267K in Q1 2021. 97 funds tracked by Wall St. Rank hold ROOT as of Q3 2021.

  • Global Endowment Management reported no remaining Root position as of Q3 2021 after selling out during the quarter.
  • Global Endowment Management sold 1,167 Root shares in Q3 2021, an estimated $227K.
  • Global Endowment Management first reported a position in Root in Q1 2021 and held it in 2 quarters.
  • Global Endowment Management's Root position peaked at $267K in Q1 2021.
  • 97 funds tracked by Wall St. Rank held Root as of Q3 2021.

Based on Global Endowment Management's 13F filing for Q3 2021, filed 15 Nov 2021.