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Phase 2 Partners’s Rocket Companies RKT Stock Holding History

Phase 2 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 		$2.39M Buy
+211,880
New +$3.15M 1.79% 24

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 $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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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

Phase 2 Partners's RKT Position: Q4 2024 in Review

Phase 2 Partners opened a new position in Rocket Companies (RKT) in Q4 2024: 211,880 shares worth $2.39M. The stake represents 1.79% of the portfolio and ranks #24 among its holdings.

268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

  • Phase 2 Partners held 211,880 shares of Rocket Companies worth $2.39M as of Q4 2024.
  • Rocket Companies was a new Phase 2 Partners position in Q4 2024.
  • Rocket Companies made up 1.79% of Phase 2 Partners's portfolio in Q4 2024, its #24 holding.
  • 268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.