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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 $2.3T AUM 54.33% 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 $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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Asset Management's RKT Position: Q1 2024 in Review

Jupiter Asset Management sold out of Rocket Companies (RKT) in Q1 2024, closing a stake of 66,937 shares — an estimated $969K sold.

Jupiter Asset Management first reported a position in RKT in Q1 2022 and held it in 7 quarters. The position peaked at $10.1M in Q2 2022. 237 funds tracked by Wall St. Rank hold RKT as of Q1 2024.

  • Jupiter Asset Management reported no remaining Rocket Companies position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 66,937 Rocket Companies shares in Q1 2024, an estimated $969K.
  • Jupiter Asset Management first reported a position in Rocket Companies in Q1 2022 and held it in 7 quarters.
  • Jupiter Asset Management's Rocket Companies position peaked at $10.1M in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.