Capital World Investors
RKT icon

Capital World Investors’s Rocket Companies RKT Stock Holding History

Capital World Investors’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
-630,566
Closed -$8.64M – 557
2024
Q2 		$8.64M Sell
630,566
-3,011,533
-83% -$40.7M ﹤0.01% 469
2024
Q1 		$53M Hold
3,642,099
– – 0.01% 391
2023
Q4 		$52.7M Buy
3,642,099
+10,068
+0.3% +$96.4K 0.01% 377
2023
Q3 		$29.7M Buy
3,632,031
+346
+0% +$3.5K 0.01% 416
2023
Q2 		$32.5M Hold
3,631,685
– – 0.01% 402
2023
Q1 		$32.9M Buy
3,631,685
+1,215,589
+50% +$10.5M 0.01% 405
2022
Q4 		$16.9M Buy
+2,416,096
New +$17.6M ﹤0.01% 465

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 $1.47T 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 $5.7T 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