Federated Hermes
RKT icon

Federated Hermes’s Rocket Companies RKT Stock Holding History

Federated Hermes’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
Q2 		– Sell
-810,557
Closed -$7.34M – 2210
2023
Q1 		$7.34M Buy
810,557
+40,664
+5% +$351K 0.02% 618
2022
Q4 		$5.39M Sell
769,893
-457,930
-37% -$3.34M 0.01% 670
2022
Q3 		$7.76M Sell
1,227,823
-7,030
-0.6% -$61.1K 0.02% 587
2022
Q2 		$9.09M Sell
1,234,853
-323,564
-21% -$2.79M 0.02% 570
2022
Q1 		$17.3M Buy
1,558,417
+1,030,536
+195% +$12.7M 0.04% 479
2021
Q4 		$7.39M Buy
+527,881
New +$8.41M 0.01% 735

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 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

Federated Hermes's RKT Position: Q2 2023 in Review

Federated Hermes sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 810,557 shares — an estimated $7.34M sold.

Federated Hermes first reported a position in RKT in Q4 2021 and held it in 6 quarters. The position peaked at $17.3M in Q1 2022. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

  • Federated Hermes reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
  • Federated Hermes sold 810,557 Rocket Companies shares in Q2 2023, an estimated $7.34M.
  • Federated Hermes first reported a position in Rocket Companies in Q4 2021 and held it in 6 quarters.
  • Federated Hermes's Rocket Companies position peaked at $17.3M in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on Federated Hermes's 13F filing for Q2 2023, filed 14 Aug 2023.