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Miller Value Partners’s Rocket Companies RKT Stock Holding History

Miller Value 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
2022
Q1 		– Sell
-917,297
Closed -$12.8M – 154
2021
Q4 		$12.8M Sell
917,297
-1,955,159
-68% -$31.1M 0.45% 42
2021
Q3 		$46.1M Sell
2,872,456
-343,048
-11% -$6M 1.57% 36
2021
Q2 		$62.2M Buy
3,215,504
+201,998
+7% +$4.09M 1.62% 31
2021
Q1 		$69.6M Sell
3,013,506
-654,212
-18% -$14.6M 1.98% 28
2020
Q4 		$74.2M Buy
3,667,718
+1,430,753
+64% +$30.2M 2.51% 15
2020
Q3 		$44.6M Buy
+2,236,965
New +$52.2M 1.77% 26

Other funds holding RKT

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return