Loomis, Sayles & Company
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Loomis, Sayles & Company’s Rocket Companies RKT Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-546
Closed -$5K – 1007
2023
Q2 		$5K Buy
+546
New +$4.75K ﹤0.01% 861
2022
Q3 		– Sell
-392
Closed -$3K – 1034
2022
Q2 		$3K Hold
392
– – ﹤0.01% 782
2022
Q1 		$4K Buy
+392
New +$4.85K ﹤0.01% 823
2021
Q4 		– Sell
-482
Closed -$8K – 878
2021
Q3 		$8K Buy
+482
New +$8.43K ﹤0.01% 869

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company's RKT Position: Q3 2023 in Review

Loomis, Sayles & Company sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 546 shares — an estimated $5K sold.

Loomis, Sayles & Company first reported a position in RKT in Q3 2021 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

  • Loomis, Sayles & Company reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 546 Rocket Companies shares in Q3 2023, an estimated $5K.
  • Loomis, Sayles & Company first reported a position in Rocket Companies in Q3 2021 and held it in 4 quarters.
  • Loomis, Sayles & Company's Rocket Companies position peaked at $8K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Loomis, Sayles & Company's 13F filing for Q3 2023, filed 9 Nov 2023.