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Petrus Trust Company’s Rocket Companies RKT Stock Holding History

Petrus Trust 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
Q4 		– Sell
-27,399
Closed -$224K – 724
2023
Q3 		$224K Buy
+27,399
New +$277K 0.02% 499

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Petrus Trust Company's RKT Position: Q4 2023 in Review

Petrus Trust Company sold out of Rocket Companies (RKT) in Q4 2023, closing a stake of 27,399 shares — an estimated $224K sold.

Petrus Trust Company first reported a position in RKT in Q3 2023 and held it in 1 quarter. The position peaked at $224K in Q3 2023. 236 funds tracked by Wall St. Rank hold RKT as of Q4 2023.

  • Petrus Trust Company reported no remaining Rocket Companies position as of Q4 2023 after selling out during the quarter.
  • Petrus Trust Company sold 27,399 Rocket Companies shares in Q4 2023, an estimated $224K.
  • Petrus Trust Company first reported a position in Rocket Companies in Q3 2023 and held it in 1 quarter.
  • Petrus Trust Company's Rocket Companies position peaked at $224K in Q3 2023.
  • 236 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2023.

Based on Petrus Trust Company's 13F filing for Q4 2023, filed 14 Feb 2024.