BFSG LLC’s Rocket Companies RKT Stock Holding History

BFSG LLC’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
2020 Q4	–	Sell	-17,790	Closed	-$355K	–	206
2020 Q3	$355K	Buy	+17,790	New	+$415K	0.07%	163

Other funds holding RKT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

BFSG LLC's RKT Position: Q4 2020 in Review

BFSG LLC sold out of Rocket Companies (RKT) in Q4 2020, closing a stake of 17,790 shares — an estimated $355K sold.

BFSG LLC first reported a position in RKT in Q3 2020 and held it in 1 quarter. The position peaked at $355K in Q3 2020. 246 funds tracked by Wall St. Rank hold RKT as of Q4 2020.

BFSG LLC reported no remaining Rocket Companies position as of Q4 2020 after selling out during the quarter.
BFSG LLC sold 17,790 Rocket Companies shares in Q4 2020, an estimated $355K.
BFSG LLC first reported a position in Rocket Companies in Q3 2020 and held it in 1 quarter.
BFSG LLC's Rocket Companies position peaked at $355K in Q3 2020.
246 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2020.

Based on BFSG LLC's 13F filing for Q4 2020, filed 26 Jan 2021.