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Bridgeway Capital Management’s Rocket Companies RKT Stock Holding History

Bridgeway Capital Management’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
-368,000
Closed -$3.3M – 1412
2023
Q2 		$3.3M Sell
368,000
-85,000
-19% -$739K 0.08% 406
2023
Q1 		$4.1M Sell
453,000
-101,900
-18% -$879K 0.11% 316
2022
Q4 		$3.88M Buy
+554,900
New +$4.05M 0.1% 336

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgeway Capital Management's RKT Position: Q3 2023 in Review

Bridgeway Capital Management sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 368,000 shares — an estimated $3.3M sold.

Bridgeway Capital Management first reported a position in RKT in Q4 2022 and held it in 3 quarters. The position peaked at $4.1M in Q1 2023. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

  • Bridgeway Capital Management reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
  • Bridgeway Capital Management sold 368,000 Rocket Companies shares in Q3 2023, an estimated $3.3M.
  • Bridgeway Capital Management first reported a position in Rocket Companies in Q4 2022 and held it in 3 quarters.
  • Bridgeway Capital Management's Rocket Companies position peaked at $4.1M in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Bridgeway Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.