Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Rocket Companies RKT Stock Holding History

Kovitz Investment Group Partners’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
2023
Q2 		– Sell
-16,308
Closed -$148K – 433
2023
Q1 		$148K Sell
16,308
-586
-3% -$5.05K ﹤0.01% 409
2022
Q4 		$118K Sell
16,894
-295
-2% -$2.15K ﹤0.01% 386
2022
Q3 		$109K Sell
17,189
-119
-0.7% -$1.03K ﹤0.01% 385
2022
Q2 		$127K Buy
+17,308
New +$149K ﹤0.01% 400

Other funds holding RKT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 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 $3.38T AUM 44.17% 1-Year Est. Return

Kovitz Investment Group Partners's RKT Position: Q2 2023 in Review

Kovitz Investment Group Partners sold out of Rocket Companies (RKT) in Q2 2023, closing a stake of 16,308 shares — an estimated $148K sold.

Kovitz Investment Group Partners first reported a position in RKT in Q2 2022 and held it in 4 quarters. The position peaked at $148K in Q1 2023. 213 funds tracked by Wall St. Rank hold RKT as of Q2 2023.

  • Kovitz Investment Group Partners reported no remaining Rocket Companies position as of Q2 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 16,308 Rocket Companies shares in Q2 2023, an estimated $148K.
  • Kovitz Investment Group Partners first reported a position in Rocket Companies in Q2 2022 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Rocket Companies position peaked at $148K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2023, filed 8 Aug 2023.