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ROOT icon

Nuveen’s Root ROOT Stock Holding History

Nuveen’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
2026
Q1 		$1.11M Buy
25,178
+1,918
+8% +$112K ﹤0.01% 2536
2025
Q4 		$1.68M Sell
23,260
-5,230
-18% -$417K ﹤0.01% 2362
2025
Q3 		$2.55M Buy
28,490
+736
+3% +$77.1K ﹤0.01% 2204
2025
Q2 		$3.55M Sell
27,754
-908
-3% -$123K ﹤0.01% 2049
2025
Q1 		$3.82M Buy
28,662
+4,627
+19% +$530K ﹤0.01% 2054
2024
Q4 		$1.74M Sell
24,035
-20,539
-46% -$1.42M ﹤0.01% 2442
2024
Q3 		$1.68M Buy
44,574
+20,897
+88% +$1.08M ﹤0.01% 2502
2024
Q2 		$1.22M Buy
+23,677
New +$1.37M ﹤0.01% 2631
2023
Q2 		– Sell
-23,669
Closed -$107K – 3282
2023
Q1 		$107K Sell
23,669
-423
-2% -$2.14K ﹤0.01% 3054
2022
Q4 		$108K Hold
24,092
– – ﹤0.01% 3105
2022
Q3 		$190K Sell
24,092
-6,567
-21% -$103K ﹤0.01% 3115
2022
Q2 		$657K Buy
+30,659
New +$830K ﹤0.01% 2950
2021
Q3 		– Sell
-50,645
Closed -$9.86M – 3449
2021
Q2 		$9.86M Sell
50,645
-9,574
-16% -$1.81M ﹤0.01% 1879
2021
Q1 		$13.8M Sell
60,219
-12,164
-17% -$3.68M ﹤0.01% 1594
2020
Q4 		$20.5M Buy
+72,383
New +$23.9M 0.01% 1254

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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