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HHLR Advisors’s Root ROOT Stock Holding History

HHLR Advisors’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
Q2 		– Sell
-138,977
Closed -$627K – 69
2023
Q1 		$627K Hold
138,977
– – 0.01% 67
2022
Q4 		$624K Sell
138,977
-5,466
-4% -$37.7K 0.01% 64
2022
Q3 		$1.14M Sell
144,443
-1
-0% -$16 0.03% 59
2022
Q2 		$3.09M Hold
144,444
– – 0.07% 51
2022
Q1 		$5.12M Hold
144,444
– – 0.11% 43
2021
Q4 		$8.06M Hold
144,444
– – 0.12% 54
2021
Q3 		$13.7M Hold
144,444
– – 0.18% 54
2021
Q2 		$28.1M Hold
144,444
– – 0.29% 44
2021
Q1 		$33.1M Hold
144,444
– – 0.33% 35
2020
Q4 		$40.8M Buy
+144,444
New +$47.7M 0.32% 39

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 $3.68B AUM 7.22% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 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 $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

HHLR Advisors's ROOT Position: Q2 2023 in Review

HHLR Advisors sold out of Root (ROOT) in Q2 2023, closing a stake of 138,977 shares — an estimated $627K sold.

HHLR Advisors first reported a position in ROOT in Q4 2020 and held it in 10 quarters. The position peaked at $40.8M in Q4 2020. 63 funds tracked by Wall St. Rank hold ROOT as of Q2 2023.

  • HHLR Advisors reported no remaining Root position as of Q2 2023 after selling out during the quarter.
  • HHLR Advisors sold 138,977 Root shares in Q2 2023, an estimated $627K.
  • HHLR Advisors first reported a position in Root in Q4 2020 and held it in 10 quarters.
  • HHLR Advisors's Root position peaked at $40.8M in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Root as of Q2 2023.

Based on HHLR Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.