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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 		– Sell
-5,100
Closed -$1K – 3364
2023
Q4 		$1K Sell
5,100
-900
-15% -$8.62K ﹤0.01% 3420
2023
Q3 		$8K Sell
6,000
-13,400
-69% -$135K ﹤0.01% 2618
2023
Q2 		$13K Buy
19,400
+16,200
+506% +$141K ﹤0.01% 2111
2023
Q1 		$3K Sell
3,200
-16,600
-84% -$143K ﹤0.01% 3009
2022
Q4 		$43K Sell
19,800
-1,500
-7% -$11K ﹤0.01% 1671
2022
Q3 		$104K Sell
21,300
-24,600
-54% -$214K 0.01% 1368
2022
Q2 		$87K Buy
45,900
+22,100
+93% +$191K 0.01% 1527
2022
Q1 		$84K Sell
23,800
-26,800
-53% -$332K ﹤0.01% 1825
2021
Q4 		$219K Sell
50,600
-30,600
-38% -$487K 0.01% 1243
2021
Q3 		$436K Sell
81,200
-124,300
-60% -$2.17M 0.02% 862
2021
Q2 		$477K Sell
205,500
-19,400
-9% -$393K 0.02% 781
2021
Q1 		$605K Buy
224,900
+101,700
+83% +$2.27M 0.03% 648
2020
Q4 		$368K Sell
123,200
-263,500
-68% -$5.56M 0.02% 775
2020
Q3 		$1.16M Buy
+386,700
New +$9.02M 0.07% 280

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
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
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
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.