Financial Enhancement Group’s Rocket Companies RKT Stock Holding History

Financial Enhancement 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
2023 Q4	–	Sell	-102,227	Closed	-$804K	–	122
2023 Q3	$804K	Buy	+102,227	New	+$1.03M	0.15%	85
2021 Q2	–	Sell	-104,724	Closed	-$2.42M	–	305
2021 Q1	$2.42M	Buy	+104,724	New	+$2.34M	0.49%	41

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Financial Enhancement Group's RKT Position: Q4 2023 in Review

Financial Enhancement Group sold out of Rocket Companies (RKT) in Q4 2023, closing a stake of 102,227 shares — an estimated $804K sold.

Financial Enhancement Group first reported a position in RKT in Q1 2021 and held it in 2 quarters. The position peaked at $2.42M in Q1 2021. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

Financial Enhancement Group reported no remaining Rocket Companies position as of Q4 2023 after selling out during the quarter.
Financial Enhancement Group sold 102,227 Rocket Companies shares in Q4 2023, an estimated $804K.
Financial Enhancement Group first reported a position in Rocket Companies in Q1 2021 and held it in 2 quarters.
Financial Enhancement Group's Rocket Companies position peaked at $2.42M in Q1 2021.
236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on Financial Enhancement Group's 13F filing for Q4 2023, filed 18 Jan 2024.