Capula Management’s Rocket Companies RKT Stock Holding History

Capula 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
2024 Q1	–	Sell	-13,651	Closed	-$198K	–	581
2023 Q4	$198K	Buy	+13,651	New	+$131K	0.01%	261
2023 Q2	–	Sell	-15,349	Closed	-$139K	–	729
2023 Q1	$139K	Buy	+15,349	New	+$132K	﹤0.01%	626

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

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

Capula Management's RKT Position: Q1 2024 in Review

Capula Management sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 13,651 shares — an estimated $198K sold.

Capula Management first reported a position in RKT in Q1 2023 and held it in 2 quarters. The position peaked at $198K in Q4 2023. 237 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

Capula Management reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
Capula Management sold 13,651 Rocket Companies shares in Q1 2024, an estimated $198K.
Capula Management first reported a position in Rocket Companies in Q1 2023 and held it in 2 quarters.
Capula Management's Rocket Companies position peaked at $198K in Q4 2023.
237 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Capula Management's 13F filing for Q1 2024, filed 9 May 2024.