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SYM Financial Corp’s Ross Stores ROST Stock Holding History

SYM Financial Corp’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,442
Closed -$217K – 352
2024
Q3 		$217K Buy
1,442
+58
+4% +$8.56K 0.03% 163
2024
Q2 		$201K Buy
+1,384
New +$191K 0.03% 159

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SYM Financial Corp's ROST Position: Q4 2024 in Review

SYM Financial Corp sold out of Ross Stores (ROST) in Q4 2024, closing a stake of 1,442 shares — an estimated $217K sold.

SYM Financial Corp first reported a position in ROST in Q2 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 1,092 funds tracked by Wall St. Rank hold ROST as of Q4 2024.

  • SYM Financial Corp reported no remaining Ross Stores position as of Q4 2024 after selling out during the quarter.
  • SYM Financial Corp sold 1,442 Ross Stores shares in Q4 2024, an estimated $217K.
  • SYM Financial Corp first reported a position in Ross Stores in Q2 2024 and held it in 2 quarters.
  • SYM Financial Corp's Ross Stores position peaked at $217K in Q3 2024.
  • 1,092 funds tracked by Wall St. Rank held Ross Stores as of Q4 2024.

Based on SYM Financial Corp's 13F filing for Q4 2024, filed 24 Jan 2025.