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LGT Financial Advisors’s Rollins ROL Stock Holding History

LGT Financial Advisors’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-327
Closed -$15.2K – 639
2024
Q4 		$15.2K Hold
327
– – 0.03% 366
2024
Q3 		$16.5K Hold
327
– – 0.04% 317
2024
Q2 		$16K Hold
327
– – 0.03% 362
2024
Q1 		$15.1K Hold
327
– – 0.02% 417
2023
Q4 		$14.3K Hold
327
– – 0.02% 410
2023
Q3 		$12.2K Buy
+327
New +$13.2K 0.02% 446

Other funds holding ROL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LGT Financial Advisors's ROL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Rollins (ROL) in Q1 2025, closing a stake of 327 shares — an estimated $15.2K sold.

LGT Financial Advisors first reported a position in ROL in Q3 2023 and held it in 6 quarters. The position peaked at $16.5K in Q3 2024. 731 funds tracked by Wall St. Rank hold ROL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Rollins position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 327 Rollins shares in Q1 2025, an estimated $15.2K.
  • LGT Financial Advisors first reported a position in Rollins in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Rollins position peaked at $16.5K in Q3 2024.
  • 731 funds tracked by Wall St. Rank held Rollins as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.