Rockefeller Capital Management
ROOT icon

Rockefeller Capital Management’s Root ROOT Stock Holding History

Rockefeller Capital Management’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
Q1 		– Sell
-5
Closed – – 3518
2022
Q4 		$0 Hold
5
– – ﹤0.01% 4159
2022
Q3 		$0 Sell
5
-1
-17% -$16 ﹤0.01% 4305
2022
Q2 		$0 Hold
6
– – ﹤0.01% 4348
2022
Q1 		$0 Hold
6
– – ﹤0.01% 4037
2021
Q4 		$0 Hold
6
– – ﹤0.01% 3963
2021
Q3 		$0 Buy
+6
New +$744 ﹤0.01% 3820

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Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dragoneer Investment Group
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Rockefeller Capital Management's ROOT Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Root (ROOT) in Q1 2023, closing a stake of 5 shares.

Rockefeller Capital Management first reported a position in ROOT in Q3 2021 and held it in 6 quarters. The position peaked at $0 in Q4 2022. 71 funds tracked by Wall St. Rank hold ROOT as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Root position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 5 Root shares in Q1 2023.
  • Rockefeller Capital Management first reported a position in Root in Q3 2021 and held it in 6 quarters.
  • Rockefeller Capital Management's Root position peaked at $0 in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Root as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.