Small Cap Growth Fund ROOT Holdings History
Small Cap Growth Fund's Root Inc Holding Summary
As of 2025-04-30, Small Cap Growth Fund held 249,473.00 shares of Root Inc(ROOT), totaling $34.84 Mil. This investment constitutes 0.89% of their stock portfolio, and Small Cap Growth Fund now holds 1.62% of the outstanding Root Inc(ROOT) stock.
The initial trade took place in 2021Q1. And since then Small Cap Growth Fund has made 2 purchases of ROOT, at an average price of $148.03, for a total of 274,725.74 shares. In addition, there have been 1 sales at an average price of $254.31 for 25,252.74 shares. Based on historical transaction data and ROOT's current price of $126.03, Small Cap Growth Fund's estimated gain on his ROOT holdings is $-2.80 Mil, reflecting a -6.89% gain to date.
Small Cap Growth Fund ROOT ($126.03) Holding Chart
Small Cap Growth Fund ROOT ($126.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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