Lee Financial’s Rocket Companies RKT Stock Holding History

Lee Financial’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
2021 Q3	–	Sell	-1,500	Closed	-$29K	–	725
2021 Q2	$29K	Buy	+1,500	New	+$30.4K	0.01%	278

Other funds holding RKT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Lee Financial's RKT Position: Q3 2021 in Review

Lee Financial sold out of Rocket Companies (RKT) in Q3 2021, closing a stake of 1,500 shares — an estimated $29K sold.

Lee Financial first reported a position in RKT in Q2 2021 and held it in 1 quarter. The position peaked at $29K in Q2 2021. 238 funds tracked by Wall St. Rank hold RKT as of Q3 2021.

Lee Financial reported no remaining Rocket Companies position as of Q3 2021 after selling out during the quarter.
Lee Financial sold 1,500 Rocket Companies shares in Q3 2021, an estimated $29K.
Lee Financial first reported a position in Rocket Companies in Q2 2021 and held it in 1 quarter.
Lee Financial's Rocket Companies position peaked at $29K in Q2 2021.
238 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2021.

Based on Lee Financial's 13F filing for Q3 2021, filed 12 Nov 2021.