| Quarter | Score |
|---|---|
| 2022-Q3 | 65.4 |
| 2022-Q4 | 49.1 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 42.5 |
| 2024-Q1 | 62.5 |
| 2024-Q2 | 46.7 |
| 2024-Q3 | 57.4 |
| 2024-Q4 | 57.5 |
| 2025-Q1 | 58.6 |
| 2025-Q2 | 61.8 |
| 2025-Q3 | 61.5 |
| 2025-Q4 | 61.6 |
| 2026-Q1 | 61.7 |
| 2026-Q2 | 62.0 |
Stable institutional holding; maintain existing positions
Trading +24.9% above funds' purchase price — elevated pullback risk
1 of 18 tracked funds hold ROOT. Avg conviction: 0.0%. Net adding. First tracked at $37.78 (current +24.9% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Add |