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	$6K	Sell	2,200 -196,600	-99%	-$2.44M	﹤0.01%	1515
2023 Q4	$517K	Buy	198,800 +146,400	+279%	+$1.4M	0.05%	412
2023 Q3	$10K	Buy	52,400 +17,400	+50%	+$176K	﹤0.01%	2484
2023 Q2	$14K	Buy	35,000 +17,700	+102%	+$154K	﹤0.01%	2060
2023 Q1	$13K	Sell	17,300 -4,100	-19%	-$35.4K	﹤0.01%	2167
2022 Q4	$3K	Sell	21,400 -11,800	-36%	-$86.2K	﹤0.01%	3518
2022 Q3	$2K	Sell	33,200 -79,500	-71%	-$691K	﹤0.01%	4278
2022 Q2	$30K	Buy	112,700 +29,000	+35%	+$250K	﹤0.01%	2342
2022 Q1	$34K	Buy	83,700 +5,700	+7%	+$70.5K	﹤0.01%	2588
2021 Q4	$10K	Sell	78,000 -200,200	-72%	-$3.19M	﹤0.01%	3718
2021 Q3	$28K	Sell	278,200 -180,900	-39%	-$3.16M	﹤0.01%	3044
2021 Q2	$102K	Buy	459,100 +91,100	+25%	+$1.84M	﹤0.01%	1867
2021 Q1	$637K	Buy	368,000 +308,900	+523%	+$6.91M	0.03%	627
2020 Q4	$88K	Sell	59,100 -369,600	-86%	-$7.8M	﹤0.01%	1613
2020 Q3	$391K	Buy	+428,700	New	+$10M	0.02%	613

Other funds holding RKT

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return