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Institutional & Family Asset Management’s Roper Technologies ROP Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$5.07K Buy
+9
New +$4.85K ﹤0.01% 496
2020
Q2 		– Sell
-9
Closed -$3K – 902
2020
Q1 		$3K Buy
9
+2
+29% +$709 ﹤0.01% 599
2019
Q4 		$2K Buy
+7
New +$2.42K ﹤0.01% 757

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Institutional & Family Asset Management's ROP Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Roper Technologies (ROP) in Q2 2024: 9 shares worth $5.07K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in ROP as recently as Q1 2020.

Institutional & Family Asset Management first reported a position in ROP in Q4 2019 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold ROP as of Q2 2024.

  • Institutional & Family Asset Management held 9 shares of Roper Technologies worth $5.07K as of Q2 2024.
  • Roper Technologies was a new Institutional & Family Asset Management position in Q2 2024.
  • Roper Technologies made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #496 holding.
  • Institutional & Family Asset Management first reported a position in Roper Technologies in Q4 2019 and has held it in 3 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.