Surevest’s Roper Technologies ROP Stock Holding History

Surevest’s Portfolio ROP Stock Details ROP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	485
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	527
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	498
2021 Q4	$1K	Buy	+2	New	+$952	﹤0.01%	509

Other funds holding ROP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's ROP Position: Q3 2022 in Review

Surevest held its Roper Technologies (ROP) position steady in Q3 2022 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Surevest first reported a position in ROP in Q4 2021 and has held it in 4 quarters since. 1,007 funds tracked by Wall St. Rank hold ROP as of Q3 2022.

Surevest held 2 shares of Roper Technologies worth $1K as of Q3 2022.
Surevest left its Roper Technologies share count unchanged in Q3 2022.
Roper Technologies made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #485 holding.
Surevest first reported a position in Roper Technologies in Q4 2021 and has held it in 4 quarters since.
1,007 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.