Greylin Investment Management’s Rocket Companies RKT Stock Holding History

Greylin 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
2024 Q2	$4.88M	Buy	355,868 +111,563	+46%	+$1.51M	0.82%	25
2024 Q1	$3.55M	Sell	244,305 -5,573	-2%	-$69.2K	0.57%	32
2023 Q4	$3.62M	Sell	249,878 -3,202	-1%	-$30.7K	0.63%	30
2023 Q3	$2.07M	Buy	253,080 +5,995	+2%	+$60.6K	0.37%	34
2023 Q2	$2.21M	Sell	247,085 -1,785	-0.7%	-$15.5K	0.4%	34
2023 Q1	$2.25M	Buy	248,870 +224,675	+929%	+$1.94M	0.41%	32
2022 Q4	$169K	Sell	24,195 -17,475	-42%	-$128K	0.03%	69
2022 Q3	$263K	Buy	+41,670	New	+$362K	0.05%	63
2022 Q1	–	Sell	-95,472	Closed	-$1.34M	–	93
2021 Q4	$1.34M	Sell	95,472 -241,791	-72%	-$3.85M	0.25%	44
2021 Q3	$5.41M	Sell	337,263 -543,381	-62%	-$9.5M	1.11%	18
2021 Q2	$17M	Buy	880,644 +497,367	+130%	+$10.1M	3.3%	6
2021 Q1	$8.85M	Buy	383,277 +284,379	+288%	+$6.36M	1.84%	11
2020 Q4	$2M	Buy	98,898 +27,363	+38%	+$577K	0.47%	32
2020 Q3	$1.43M	Buy	+71,535	New	+$1.67M	0.38%	34

Other funds holding RKT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Greylin Investment Management's RKT Position: Q2 2024 in Review

Greylin Investment Management increased its Rocket Companies (RKT) stake by 46% in Q2 2024, buying an estimated $1.51M and bringing the position to 355,868 shares worth $4.88M. The position accounts for 0.82% of the portfolio, ranked #25.

Greylin Investment Management first reported a position in RKT in Q3 2020 and has held it in 14 quarters since. The position peaked at $17M in Q2 2021. 254 funds tracked by Wall St. Rank hold RKT as of Q2 2024.

Greylin Investment Management held 355,868 shares of Rocket Companies worth $4.88M as of Q2 2024.
Greylin Investment Management bought 111,563 Rocket Companies shares in Q2 2024, an estimated $1.51M.
Rocket Companies made up 0.82% of Greylin Investment Management's portfolio in Q2 2024, its #25 holding.
Greylin Investment Management first reported a position in Rocket Companies in Q3 2020 and has held it in 14 quarters since.
Greylin Investment Management's Rocket Companies position peaked at $17M in Q2 2021.
254 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2024.

Based on Greylin Investment Management's 13F filing for Q2 2024, filed 19 Jul 2024.