Cutler Group’s Rocket Companies RKT Stock Holding History

Cutler 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
2024 Q1	$42K	Buy	+2,934	New	+$36.4K	0.01%	751
2023 Q2	–	Sell	-1,518	Closed	-$13.2K	–	4092
2023 Q1	$13K	Sell	1,518 -3,600	-70%	-$31K	﹤0.01%	2168
2022 Q4	$35K	Sell	5,118 -1,579	-24%	-$11.5K	﹤0.01%	1821
2022 Q3	$42K	Buy	6,697 +6,440	+2,506%	+$56K	﹤0.01%	2022
2022 Q2	$1K	Sell	257 -17,075	-99%	-$147K	﹤0.01%	4700
2022 Q1	$192K	Sell	17,332 -13,601	-44%	-$168K	0.01%	1222
2021 Q4	$433K	Buy	30,933 +7,071	+30%	+$113K	0.02%	825
2021 Q3	$382K	Sell	23,862 -74,781	-76%	-$1.31M	0.02%	938
2021 Q2	$1.91M	Buy	98,643 +87,168	+760%	+$1.76M	0.09%	249
2021 Q1	$264K	Sell	11,475 -28,808	-72%	-$644K	0.01%	1089
2020 Q4	$814K	Sell	40,283 -93,100	-70%	-$1.96M	0.04%	455
2020 Q3	$2.66M	Buy	+133,383	New	+$3.11M	0.16%	125

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

Cutler Group's RKT Position: Q1 2024 in Review

Cutler Group opened a new position in Rocket Companies (RKT) in Q1 2024: 2,934 shares worth $42K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Cutler Group previously reported a position in RKT as recently as Q1 2023.

Cutler Group first reported a position in RKT in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.66M in Q3 2020. 237 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

Cutler Group held 2,934 shares of Rocket Companies worth $42K as of Q1 2024.
Rocket Companies was a new Cutler Group position in Q1 2024.
Rocket Companies made up 0.01% of Cutler Group's portfolio in Q1 2024, its #751 holding.
Cutler Group first reported a position in Rocket Companies in Q3 2020 and has held it in 12 quarters since.
Cutler Group's Rocket Companies position peaked at $2.66M in Q3 2020.
237 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.