Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,153
Closed -$421K 744
2025
Q1
$421K Buy
+3,153
New +$361K 0.2% 188
2024
Q4
Sell
-9,758
Closed -$369K 1099
2024
Q3
$369K Buy
+9,758
New +$504K 0.08% 470

Other funds holding ROOT

Sherbrooke Park Advisers's ROOT Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Root (ROOT) in Q2 2025, closing a stake of 3,153 shares — an estimated $421K sold.

Sherbrooke Park Advisers first reported a position in ROOT in Q3 2024 and held it in 2 quarters. The position peaked at $421K in Q1 2025. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Root position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 3,153 Root shares in Q2 2025, an estimated $421K.
  • Sherbrooke Park Advisers first reported a position in Root in Q3 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Root position peaked at $421K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.