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Jefferies Group’s Rocket Companies RKT Stock Holding History

Jefferies 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
2022
Q3 		$119K Buy
+18,815
New +$164K ﹤0.01% 1440
2021
Q1 		– Sell
-201,436
Closed -$4.07M – 1935
2020
Q4 		$4.07M Buy
+201,436
New +$4.25M 0.03% 476

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return

Jefferies Group's RKT Position: Q3 2022 in Review

Jefferies Group opened a new position in Rocket Companies (RKT) in Q3 2022: 18,815 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Jefferies Group previously reported a position in RKT as recently as Q4 2020.

Jefferies Group first reported a position in RKT in Q4 2020 and has held it in 2 quarters since. The position peaked at $4.07M in Q4 2020. 219 funds tracked by Wall St. Rank hold RKT as of Q3 2022.

  • Jefferies Group held 18,815 shares of Rocket Companies worth $119K as of Q3 2022.
  • Rocket Companies was a new Jefferies Group position in Q3 2022.
  • Rocket Companies made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1440 holding.
  • Jefferies Group first reported a position in Rocket Companies in Q4 2020 and has held it in 2 quarters since.
  • Jefferies Group's Rocket Companies position peaked at $4.07M in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.