Stifel Financial
ROOT icon

Stifel Financial’s Root ROOT Stock Holding History

Stifel Financial’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
2022
Q1 		– Sell
-778
Closed -$43K – 3477
2021
Q4 		$43K Sell
778
-103
-12% -$8.05K ﹤0.01% 3319
2021
Q3 		$84K Sell
881
-209
-19% -$25.9K ﹤0.01% 3254
2021
Q2 		$212K Sell
1,090
-174
-14% -$32.9K ﹤0.01% 3114
2021
Q1 		$290K Buy
1,264
+278
+28% +$84.1K ﹤0.01% 2819
2020
Q4 		$279K Buy
+986
New +$325K ﹤0.01% 2637

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BC
Bullfrog Capital Palo Alto, California $191M AUM 19.3% 1-Year Est. Return

Stifel Financial's ROOT Position: Q1 2022 in Review

Stifel Financial sold out of Root (ROOT) in Q1 2022, closing a stake of 778 shares — an estimated $43K sold.

Stifel Financial first reported a position in ROOT in Q4 2020 and held it in 5 quarters. The position peaked at $290K in Q1 2021. 112 funds tracked by Wall St. Rank hold ROOT as of Q1 2022.

  • Stifel Financial reported no remaining Root position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 778 Root shares in Q1 2022, an estimated $43K.
  • Stifel Financial first reported a position in Root in Q4 2020 and held it in 5 quarters.
  • Stifel Financial's Root position peaked at $290K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held Root as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.