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Essex Investment Management’s Rocket Companies RKT Stock Holding History

Essex Investment Management’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
2021
Q1 		– Sell
-120
Closed -$2K – 501
2020
Q4 		$2K Sell
120
-42,630
-100% -$900K ﹤0.01% 471
2020
Q3 		$852K Buy
+42,750
New +$997K 0.12% 238

Other funds holding RKT

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Essex Investment Management's RKT Position: Q1 2021 in Review

Essex Investment Management sold out of Rocket Companies (RKT) in Q1 2021, closing a stake of 120 shares — an estimated $2K sold.

Essex Investment Management first reported a position in RKT in Q3 2020 and held it in 2 quarters. The position peaked at $852K in Q3 2020. 260 funds tracked by Wall St. Rank hold RKT as of Q1 2021.

  • Essex Investment Management reported no remaining Rocket Companies position as of Q1 2021 after selling out during the quarter.
  • Essex Investment Management sold 120 Rocket Companies shares in Q1 2021, an estimated $2K.
  • Essex Investment Management first reported a position in Rocket Companies in Q3 2020 and held it in 2 quarters.
  • Essex Investment Management's Rocket Companies position peaked at $852K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.