Lazard Asset Management
RKT icon

Lazard Asset Management’s Rocket Companies RKT Stock Holding History

Lazard 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
Q3 		– Sell
-473
Closed -$6K – 2427
2024
Q2 		$6K Buy
+473
New +$6.39K ﹤0.01% 2059
2023
Q1 		– Sell
-107,315
Closed -$751K – 2507
2022
Q4 		$751K Buy
+107,315
New +$784K ﹤0.01% 1046
2022
Q1 		– Sell
-26,026
Closed -$364K – 2493
2021
Q4 		$364K Buy
+26,026
New +$414K ﹤0.01% 1158
2021
Q2 		– Sell
-35,475
Closed -$818K – 2051
2021
Q1 		$818K Buy
35,475
+17,289
+95% +$387K ﹤0.01% 916
2020
Q4 		$367K Buy
+18,186
New +$384K ﹤0.01% 1025

Other funds holding RKT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Lazard Asset Management's RKT Position: Q3 2024 in Review

Lazard Asset Management sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 473 shares — an estimated $6K sold.

Lazard Asset Management first reported a position in RKT in Q4 2020 and held it in 5 quarters. The position peaked at $818K in Q1 2021. 270 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Lazard Asset Management reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • Lazard Asset Management sold 473 Rocket Companies shares in Q3 2024, an estimated $6K.
  • Lazard Asset Management first reported a position in Rocket Companies in Q4 2020 and held it in 5 quarters.
  • Lazard Asset Management's Rocket Companies position peaked at $818K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Lazard Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.