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Howe & Rusling’s Root ROOT Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-6
Closed -$2K – 1005
2020
Q4 		$2K Buy
+6
New +$1.98K ﹤0.01% 827

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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Howe & Rusling's ROOT Position: Q1 2021 in Review

Howe & Rusling sold out of Root (ROOT) in Q1 2021, closing a stake of 6 shares — an estimated $2K sold.

Howe & Rusling first reported a position in ROOT in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 73 funds tracked by Wall St. Rank hold ROOT as of Q1 2021.

  • Howe & Rusling reported no remaining Root position as of Q1 2021 after selling out during the quarter.
  • Howe & Rusling sold 6 Root shares in Q1 2021, an estimated $2K.
  • Howe & Rusling first reported a position in Root in Q4 2020 and held it in 1 quarter.
  • Howe & Rusling's Root position peaked at $2K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Root as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.