Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Rocket Companies RKT Stock Holding History

Jacobs Levy Equity 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 		– Sell
-185,406
Closed -$2.7M – 1031
2024
Q1 		$2.7M Buy
+185,406
New +$2.3M 0.01% 549

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

Jacobs Levy Equity Management's RKT Position: Q2 2024 in Review

Jacobs Levy Equity Management sold out of Rocket Companies (RKT) in Q2 2024, closing a stake of 185,406 shares — an estimated $2.7M sold.

Jacobs Levy Equity Management first reported a position in RKT in Q1 2024 and held it in 1 quarter. The position peaked at $2.7M in Q1 2024. 255 funds tracked by Wall St. Rank hold RKT as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining Rocket Companies position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 185,406 Rocket Companies shares in Q2 2024, an estimated $2.7M.
  • Jacobs Levy Equity Management first reported a position in Rocket Companies in Q1 2024 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Rocket Companies position peaked at $2.7M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2024, filed 14 Aug 2024.