SAM
ROIC

Smartleaf Asset Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Smartleaf Asset Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,270
Closed -$91.6K – 3036
2024
Q4 		$91.6K Buy
5,270
+3,440
+188% +$57.5K 0.01% 875
2024
Q3 		$28.6K Sell
1,830
-214
-10% -$3.13K ﹤0.01% 1144
2024
Q2 		$25.3K Buy
2,044
+1,333
+187% +$16.5K ﹤0.01% 948
2024
Q1 		$9.03K Buy
711
+42
+6% +$559 ﹤0.01% 1037
2023
Q4 		$8.9K Buy
+669
New +$8.41K ﹤0.01% 786

Other funds holding ROIC

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return