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Palogic Value Management’s Rocket Companies RKT Stock Holding History

Palogic Value 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
-26,629
Closed -$365K – 181
2024
Q2 		$365K Buy
26,629
+77
+0.3% +$1.04K 0.15% 118
2024
Q1 		$386K Buy
26,552
+217
+0.8% +$2.69K 0.17% 114
2023
Q4 		$381K Buy
26,335
+3,234
+14% +$31K 0.17% 114
2023
Q3 		$189K Sell
23,101
-679
-3% -$6.86K 0.09% 142
2023
Q2 		$213K Sell
23,780
-934
-4% -$8.13K 0.1% 141
2023
Q1 		$224K Buy
24,714
+6,651
+37% +$57.4K 0.11% 141
2022
Q4 		$126K Buy
+18,063
New +$132K 0.07% 147

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 $3.37T AUM 44.26% 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

Palogic Value Management's RKT Position: Q3 2024 in Review

Palogic Value Management sold out of Rocket Companies (RKT) in Q3 2024, closing a stake of 26,629 shares — an estimated $365K sold.

Palogic Value Management first reported a position in RKT in Q4 2022 and held it in 7 quarters. The position peaked at $386K in Q1 2024. 269 funds tracked by Wall St. Rank hold RKT as of Q3 2024.

  • Palogic Value Management reported no remaining Rocket Companies position as of Q3 2024 after selling out during the quarter.
  • Palogic Value Management sold 26,629 Rocket Companies shares in Q3 2024, an estimated $365K.
  • Palogic Value Management first reported a position in Rocket Companies in Q4 2022 and held it in 7 quarters.
  • Palogic Value Management's Rocket Companies position peaked at $386K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2024.

Based on Palogic Value Management's 13F filing for Q3 2024, filed 13 Nov 2024.