JIC
ROOT icon

Johnson Investment Counsel’s Root ROOT Stock Holding History

Johnson Investment Counsel’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
-30,166
Closed -$136K – 688
2023
Q1 		$136K Buy
+30,166
New +$153K ﹤0.01% 644

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 $4.58B AUM 24.86% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 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 $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Johnson Investment Counsel's ROOT Position: Q2 2023 in Review

Johnson Investment Counsel sold out of Root (ROOT) in Q2 2023, closing a stake of 30,166 shares — an estimated $136K sold.

Johnson Investment Counsel first reported a position in ROOT in Q1 2023 and held it in 1 quarter. The position peaked at $136K in Q1 2023. 63 funds tracked by Wall St. Rank hold ROOT as of Q2 2023.

  • Johnson Investment Counsel reported no remaining Root position as of Q2 2023 after selling out during the quarter.
  • Johnson Investment Counsel sold 30,166 Root shares in Q2 2023, an estimated $136K.
  • Johnson Investment Counsel first reported a position in Root in Q1 2023 and held it in 1 quarter.
  • Johnson Investment Counsel's Root position peaked at $136K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Root as of Q2 2023.

Based on Johnson Investment Counsel's 13F filing for Q2 2023, filed 10 Aug 2023.