Bollard Group’s Rocket Companies RKT Stock Holding History

Bollard Group’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
2021 Q4	–	Sell	-500,000	Closed	-$8.02M	–	441
2021 Q3	$8.02M	Hold	500,000	–	–	0.26%	61
2021 Q2	$9.68M	Hold	500,000	–	–	0.31%	49
2021 Q1	$11.5M	Hold	500,000	–	–	0.4%	39
2020 Q4	$10.1M	Hold	500,000	–	–	0.38%	42
2020 Q3	$9.96M	Buy	+500,000	New	+$11.7M	0.36%	43

Other funds holding RKT

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Bollard Group's RKT Position: Q4 2021 in Review

Bollard Group sold out of Rocket Companies (RKT) in Q4 2021, closing a stake of 500,000 shares — an estimated $8.02M sold.

Bollard Group first reported a position in RKT in Q3 2020 and held it in 5 quarters. The position peaked at $11.5M in Q1 2021. 257 funds tracked by Wall St. Rank hold RKT as of Q4 2021.

Bollard Group reported no remaining Rocket Companies position as of Q4 2021 after selling out during the quarter.
Bollard Group sold 500,000 Rocket Companies shares in Q4 2021, an estimated $8.02M.
Bollard Group first reported a position in Rocket Companies in Q3 2020 and held it in 5 quarters.
Bollard Group's Rocket Companies position peaked at $11.5M in Q1 2021.
257 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2021.

Based on Bollard Group's 13F filing for Q4 2021, filed 11 Feb 2022.