KI
RKT icon

Kula Investments’s Rocket Companies RKT Stock Holding History

Kula Investments’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
Q1 		$335K Sell
36,954
-59,201
-62% -$511K 0.08% 429
2022
Q4 		$673K Buy
+96,155
New +$702K 0.2% 133

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kula Investments's RKT Position: Q1 2023 in Review

Kula Investments reduced its Rocket Companies (RKT) stake by 62% in Q1 2023, selling an estimated $511K and leaving 36,954 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #429.

Kula Investments first reported a position in RKT in Q4 2022 and has held it in 2 quarters since. The position peaked at $673K in Q4 2022. 242 funds tracked by Wall St. Rank hold RKT as of Q1 2023.

  • Kula Investments held 36,954 shares of Rocket Companies worth $335K as of Q1 2023.
  • Kula Investments sold 59,201 Rocket Companies shares in Q1 2023, an estimated $511K.
  • Rocket Companies made up 0.08% of Kula Investments's portfolio in Q1 2023, its #429 holding.
  • Kula Investments first reported a position in Rocket Companies in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Rocket Companies position peaked at $673K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.