Sachetta’s Rocket Companies RKT Stock Holding History

Sachetta’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	-109	Closed	-$2.09K	–	1268
2024 Q3	$2.09K	Buy	+109	New	+$1.91K	﹤0.01%	864

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

Sachetta's RKT Position: Q4 2024 in Review

Sachetta sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 109 shares — an estimated $2.09K sold.

Sachetta first reported a position in RKT in Q3 2024 and held it in 1 quarter. The position peaked at $2.09K in Q3 2024. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

Sachetta reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
Sachetta sold 109 Rocket Companies shares in Q4 2024, an estimated $2.09K.
Sachetta first reported a position in Rocket Companies in Q3 2024 and held it in 1 quarter.
Sachetta's Rocket Companies position peaked at $2.09K in Q3 2024.
268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.