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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 $1.9T AUM 41.92% 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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
CIA
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return