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Schusterman Interests’s Root ROOT Stock Holding History

Schusterman Interests’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
2024
Q3 		– Sell
-7,844
Closed -$405K – 8
2024
Q2 		$405K Sell
7,844
-235,387
-97% -$13.6M 0.53% 8
2024
Q1 		$14.9M Sell
243,231
-242,880
-50% -$5.72M 11.55% 3
2023
Q4 		$5.09M Hold
486,111
– – 7.47% 4
2023
Q3 		$4.62M Hold
486,111
– – 6.78% 5
2023
Q2 		$4.35M Hold
486,111
– – 6.7% 6
2023
Q1 		$2.19M Hold
486,111
– – 3.41% 7
2022
Q4 		$2.18M Hold
486,111
– – 4.54% 7
2022
Q3 		$3.83M Hold
486,111
– – 3.45% 8
2022
Q2 		$10.4M Hold
486,111
– – 11% 3
2022
Q1 		$17.2M Hold
486,111
– – 10.89% 3
2021
Q4 		$27.1M Buy
+486,111
New +$38M 11.71% 5

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
SCM
SVB Capital Management Menlo Park, California $2.07M AUM 23.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Schusterman Interests's ROOT Position: Q3 2024 in Review

Schusterman Interests sold out of Root (ROOT) in Q3 2024, closing a stake of 7,844 shares — an estimated $405K sold.

Schusterman Interests first reported a position in ROOT in Q4 2021 and held it in 11 quarters. The position peaked at $27.1M in Q4 2021. 103 funds tracked by Wall St. Rank hold ROOT as of Q3 2024.

  • Schusterman Interests reported no remaining Root position as of Q3 2024 after selling out during the quarter.
  • Schusterman Interests sold 7,844 Root shares in Q3 2024, an estimated $405K.
  • Schusterman Interests first reported a position in Root in Q4 2021 and held it in 11 quarters.
  • Schusterman Interests's Root position peaked at $27.1M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Root as of Q3 2024.

Based on Schusterman Interests's 13F filing for Q3 2024, filed 14 Nov 2024.