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Chartwell Investment Partners’s Rocket Companies RKT Stock Holding History

Chartwell Investment Partners’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
-70,000
Closed -$959K – 435
2024
Q2 		$959K Buy
+70,000
New +$946K 0.03% 351

Other funds holding RKT

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $5.72T 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

Chartwell Investment Partners's RKT Position: Q3 2024 in Review

Chartwell Investment Partners sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 70,000 shares — an estimated $959K sold.

Chartwell Investment Partners first reported a position in RKT in Q2 2024 and held it in 1 quarter. The position peaked at $959K in Q2 2024. 269 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Chartwell Investment Partners reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • Chartwell Investment Partners sold 70,000 Rocket Companies shares in Q3 2024, an estimated $959K.
  • Chartwell Investment Partners first reported a position in Rocket Companies in Q2 2024 and held it in 1 quarter.
  • Chartwell Investment Partners's Rocket Companies position peaked at $959K in Q2 2024.
  • 269 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.