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SVB Financial Group’s Root ROOT Stock Holding History

SVB Financial 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
2024
Q3 		– Sell
-783,012
Closed -$40.4M – 7
2024
Q2 		$40.4M Hold
783,012
– – 28.37% 2
2024
Q1 		$47.8M Hold
783,012
– – 26.37% 2
2023
Q4 		$8.21M Hold
783,012
– – 7.27% 2
2023
Q3 		$7.45M Hold
783,012
– – 14.01% 2
2023
Q2 		$7M Hold
783,012
– – 13.23% 2
2023
Q1 		$3.53M Hold
783,012
– – 6.76% 3
2022
Q4 		$3.52M Buy
+783,012
New +$5.4M 9.61% 3

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
SCM
SVB Capital Management Menlo Park, California $2.07M AUM 23.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SVB Financial Group's ROOT Position: Q3 2024 in Review

SVB Financial Group sold out of Root (ROOT) in Q3 2024, closing a stake of 783,012 shares — an estimated $40.4M sold.

SVB Financial Group first reported a position in ROOT in Q4 2022 and held it in 7 quarters. The position peaked at $47.8M in Q1 2024. 103 funds tracked by Wall St. Rank hold ROOT as of Q3 2024.

  • SVB Financial Group reported no remaining Root position as of Q3 2024 after selling out during the quarter.
  • SVB Financial Group sold 783,012 Root shares in Q3 2024, an estimated $40.4M.
  • SVB Financial Group first reported a position in Root in Q4 2022 and held it in 7 quarters.
  • SVB Financial Group's Root position peaked at $47.8M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Root as of Q3 2024.

Based on SVB Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.