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Great Lakes Retirement’s Rocket Companies RKT Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-177
Closed -$2.42K – 543
2024
Q2 		$2.42K Buy
+177
New +$2.39K ﹤0.01% 592

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Great Lakes Retirement's RKT Position: Q3 2024 in Review

Great Lakes Retirement sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 177 shares — an estimated $2.42K sold.

Great Lakes Retirement first reported a position in RKT in Q2 2024 and held it in 1 quarter. The position peaked at $2.42K in Q2 2024. 270 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Great Lakes Retirement reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 177 Rocket Companies shares in Q3 2024, an estimated $2.42K.
  • Great Lakes Retirement first reported a position in Rocket Companies in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's Rocket Companies position peaked at $2.42K in Q2 2024.
  • 270 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.