RhumbLine Advisers
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RhumbLine Advisers’s Root ROOT Stock Holding History

RhumbLine Advisers’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 		$647K Buy
14,654
+193
+1% +$11.3K ﹤0.01% 2446
2025
Q4 		$1.04M Sell
14,461
-1,350
-9% -$108K ﹤0.01% 2197
2025
Q3 		$1.42M Buy
15,811
+443
+3% +$46.4K ﹤0.01% 2075
2025
Q2 		$1.97M Buy
15,368
+3,287
+27% +$445K ﹤0.01% 1895
2025
Q1 		$1.61M Sell
12,081
-2,547
-17% -$292K ﹤0.01% 1926
2024
Q4 		$1.06M Buy
14,628
+3,169
+28% +$219K ﹤0.01% 2225
2024
Q3 		$433K Sell
11,459
-131
-1% -$6.76K ﹤0.01% 2799
2024
Q2 		$598K Buy
11,590
+11,118
+2,356% +$643K ﹤0.01% 2548
2024
Q1 		$28.8K Hold
472
– – ﹤0.01% 3715
2023
Q4 		$4.95K Hold
472
– – ﹤0.01% 3985
2023
Q3 		$4.49K Sell
472
-4,172
-90% -$43.2K ﹤0.01% 4000
2023
Q2 		$41.5K Sell
4,644
-7,275
-61% -$40.2K ﹤0.01% 3703
2023
Q1 		$54K Sell
11,919
-244
-2% -$1.24K ﹤0.01% 2901
2022
Q4 		$55K Buy
12,163
+474
+4% +$3.27K ﹤0.01% 2952
2022
Q3 		$92K Buy
11,689
+595
+5% +$9.31K ﹤0.01% 3006
2022
Q2 		$238K Buy
+11,094
New +$300K ﹤0.01% 2861

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