JAM
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Jupiter Asset Management’s Rocket Companies RKT Stock Holding History

Jupiter Asset 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
Q1 		– Sell
-66,937
Closed -$969K – 515
2023
Q4 		$969K Buy
66,937
+44,011
+192% +$421K 0.01% 385
2023
Q3 		$188K Buy
+22,926
New +$232K ﹤0.01% 466
2023
Q2 		– Sell
-375,147
Closed -$3.4M – 558
2023
Q1 		$3.4M Sell
375,147
-27,519
-7% -$237K 0.05% 239
2022
Q4 		$2.81M Sell
402,666
-907,224
-69% -$6.62M 0.04% 269
2022
Q3 		$8.28M Sell
1,309,890
-60,383
-4% -$525K 0.13% 194
2022
Q2 		$10.1M Buy
1,370,273
+984,749
+255% +$8.5M 0.14% 182
2022
Q1 		$4.29M Buy
+385,524
New +$4.77M 0.05% 273

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return