Disciplined Investments’s Rocket Companies RKT Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-6	Closed	-$54	–	1234
2023 Q2	$54	Hold	6	–	–	﹤0.01%	1655
2023 Q1	$54	Buy	6 +1	+20%	+$9	﹤0.01%	1628
2022 Q4	$35	Buy	+5	New	+$37	﹤0.01%	1598
2022 Q3	–	Sell	-2	Closed	–	–	1546
2022 Q2	$0	Buy	+2	New	+$17	﹤0.01%	1561

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's RKT Position: Q3 2023 in Review

Disciplined Investments sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 6 shares — an estimated $54 sold.

Disciplined Investments first reported a position in RKT in Q2 2022 and held it in 4 quarters. The position peaked at $54 in Q2 2023. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

Disciplined Investments reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 6 Rocket Companies shares in Q3 2023, an estimated $54.
Disciplined Investments first reported a position in Rocket Companies in Q2 2022 and held it in 4 quarters.
Disciplined Investments's Rocket Companies position peaked at $54 in Q2 2023.
229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.