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Alan B. Lancz & Associates’s Rocket Companies RKT Stock Holding History

Alan B. Lancz & Associates’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,100
Closed -$90.5K – 137
2023
Q2 		$90.5K Buy
+10,100
New +$87.9K 0.1% 132

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alan B. Lancz & Associates's RKT Position: Q3 2023 in Review

Alan B. Lancz & Associates sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 10,100 shares — an estimated $90.5K sold.

Alan B. Lancz & Associates first reported a position in RKT in Q2 2023 and held it in 1 quarter. The position peaked at $90.5K in Q2 2023. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

  • Alan B. Lancz & Associates reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 10,100 Rocket Companies shares in Q3 2023, an estimated $90.5K.
  • Alan B. Lancz & Associates first reported a position in Rocket Companies in Q2 2023 and held it in 1 quarter.
  • Alan B. Lancz & Associates's Rocket Companies position peaked at $90.5K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.