AG
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Algert Global’s Rocket Companies RKT Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-23,285
Closed -$319K – 1520
2024
Q2 		$319K Buy
23,285
+12,565
+117% +$170K 0.01% 1099
2024
Q1 		$156K Buy
+10,720
New +$133K 0.01% 989
2022
Q3 		– Sell
-72,440
Closed -$533K – 1315
2022
Q2 		$533K Buy
72,440
+46,300
+177% +$400K 0.04% 734
2022
Q1 		$291K Sell
26,140
-58,985
-69% -$730K 0.02% 957
2021
Q4 		$1.19M Buy
85,125
+60,865
+251% +$969K 0.15% 227
2021
Q3 		$389K Buy
+24,260
New +$424K 0.05% 649

Other funds holding RKT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return