Summit Securities Group’s Root ROOT Stock Holding History

Summit Securities Group’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 Q4	–	Sell	-22,700	Closed	-$179K	–	1342
2022 Q3	$179K	Buy	+22,700	New	+$355K	0.01%	434

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

SFG

SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's ROOT Position: Q3 2023 in Review

Summit Securities Group sold out of Root (ROOT) in Q3 2023, closing a stake of 2,000 shares — an estimated $18K sold.

Summit Securities Group first reported a position in ROOT in Q1 2022 and held it in 3 quarters. The position peaked at $71K in Q1 2022. 59 funds tracked by Wall St. Rank hold ROOT as of Q3 2023.

Summit Securities Group reported no remaining Root position as of Q3 2023 after selling out during the quarter.
Summit Securities Group sold 2,000 Root shares in Q3 2023, an estimated $18K.
Summit Securities Group first reported a position in Root in Q1 2022 and held it in 3 quarters.
Summit Securities Group's Root position peaked at $71K in Q1 2022.
59 funds tracked by Wall St. Rank held Root as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.