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Occudo Quantitative Strategies’s Rocket Companies RKT Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-37,787
Closed -$239K – 1306
2022
Q3 		$239K Buy
+37,787
New +$328K 0.02% 922
2021
Q1 		– Sell
-35,017
Closed -$708K – 900
2020
Q4 		$708K Buy
+35,017
New +$739K 0.22% 128

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Occudo Quantitative Strategies's RKT Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of Rocket Companies (RKT) in Q4 2022, closing a stake of 37,787 shares — an estimated $239K sold.

Occudo Quantitative Strategies first reported a position in RKT in Q4 2020 and held it in 2 quarters. The position peaked at $708K in Q4 2020. 237 funds tracked by Wall St. Rank hold RKT as of Q4 2022.

  • Occudo Quantitative Strategies reported no remaining Rocket Companies position as of Q4 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 37,787 Rocket Companies shares in Q4 2022, an estimated $239K.
  • Occudo Quantitative Strategies first reported a position in Rocket Companies in Q4 2020 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Rocket Companies position peaked at $708K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.