Current Value of Holding

$14M

Shares

245k

% of Portfolio

0.02%

Average Buy Price

$74.4

Avg closing price
Price range

19 Jim Simons Root Trades

Jim Simons's position in Root is currently worth $14M. That's 0.02% of their equity portfolio (819th largest holding). The investor owns 1.98% of the outstanding Root stock. The first Root trade was made in Q4 2021. Since then Jim Simons bought shares six more times and sold shares on twelve occasions. The investor's estimated purchase price is $18.2M, resulting in a loss of 23%.

Avg closing price
Price range
Increased shares by 2.7% (+6.5k shares) Q2 2026
Avg closing price $53.20
Price range $43.21 - $59.24
Sold 5.2% shares (-13.2k shares) Q1 2026
Avg closing price $61.38
Price range $43.29 - $79.60
Sold 24.5% shares (-81.6k shares) Q4 2025
Avg closing price $79.70
Price range $69.03 - $90.97
Sold 17.9% shares (-72.7k shares) Q3 2025
Avg closing price $104.91
Price range $86.76 - $131.32
Sold 3.1% shares (-13.2k shares) Q2 2025
Avg closing price $135.10
Price range $108.10 - $155.53
Increased shares by 59.2% (+156k shares) Q1 2025
Avg closing price $113.75
Price range $73.43 - $177.69
Increased shares by 41.8% (+77.7k shares) Q4 2024
Avg closing price $69.68
Price range $37.58 - $109.40
Sold 7.6% shares (-15.2k shares) Q3 2024
Avg closing price $51.97
Price range $35.83 - $80.97
Sold 15.3% shares (-36.2k shares) Q2 2024
Avg closing price $57.87
Price range $42.40 - $82.90
Increased shares by 12.4% (+26.2k shares) Q1 2024
Avg closing price $23.54
Price range $7.35 - $61.08
Increased shares by 22.8% (+39.2k shares) Q4 2023
Avg closing price $9.92
Price range $8.46 - $12.38
Sold 5.2% shares (-9.5k shares) Q3 2023
Avg closing price $10.36
Price range $8.86 - $12.63
Sold 9.2% shares (-18.4k shares) Q2 2023
Avg closing price $5.53
Price range $3.74 - $12.90
Sold 11.7% shares (-26.4k shares) Q1 2023
Avg closing price $5.07
Price range $3.46 - $7.34
Increased shares by 21.8% (+40.4k shares) Q4 2022
Avg closing price $6.90
Price range $4.16 - $9.09
Sold 11.0% shares (-22.9k shares) Q3 2022
Avg closing price $15.65
Price range $7.88 - $24.84
Sold 5.4% shares (-12k shares) Q2 2022
Avg closing price $27.08
Price range $20.70 - $38.16
Sold 10.3% shares (-25.4k shares) Q1 2022
Avg closing price $36.05
Price range $25.29 - $59.22
New holding (+246k shares) Q4 2021
Avg closing price $78.20
Price range $51.84 - $104.04

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