Arlington Trust’s Rocket Companies RKT Stock Holding History

Arlington Trust’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 Q1	–	Sell	-134	Closed	-$1.94K	–	811
2023 Q4	$1.94K	Buy	+134	New	+$1.28K	﹤0.01%	637

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arlington Trust's RKT Position: Q1 2024 in Review

Arlington Trust sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 134 shares — an estimated $1.94K sold.

Arlington Trust first reported a position in RKT in Q4 2023 and held it in 1 quarter. The position peaked at $1.94K in Q4 2023. 237 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

Arlington Trust reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 134 Rocket Companies shares in Q1 2024, an estimated $1.94K.
Arlington Trust first reported a position in Rocket Companies in Q4 2023 and held it in 1 quarter.
Arlington Trust's Rocket Companies position peaked at $1.94K in Q4 2023.
237 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.