Paloma Partners’s Rocket Companies RKT Stock Holding History

Paloma 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
2024 Q4	–	Sell	-19,164	Closed	-$368K	–	929
2024 Q3	$368K	Buy	+19,164	New	+$336K	0.01%	732
2022 Q3	–	Sell	-22,200	Closed	-$163K	–	1275
2022 Q2	$163K	Buy	+22,200	New	+$192K	0.01%	908
2020 Q4	–	Sell	-39,206	Closed	-$781K	–	2133
2020 Q3	$781K	Buy	+39,206	New	+$914K	0.02%	885

Other funds holding RKT

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Paloma Partners's RKT Position: Q4 2024 in Review

Paloma Partners sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 19,164 shares — an estimated $368K sold.

Paloma Partners first reported a position in RKT in Q3 2020 and held it in 3 quarters. The position peaked at $781K in Q3 2020. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

Paloma Partners reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 19,164 Rocket Companies shares in Q4 2024, an estimated $368K.
Paloma Partners first reported a position in Rocket Companies in Q3 2020 and held it in 3 quarters.
Paloma Partners's Rocket Companies position peaked at $781K in Q3 2020.
268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.