Sargent Bickham Lagudis’s Rocket Companies RKT Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$35	Hold	5	–	–	﹤0.01%	1044
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1100
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1116
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1006
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1001
2021 Q3	$0	Hold	5	–	–	﹤0.01%	976
2021 Q2	$0	Hold	5	–	–	﹤0.01%	988
2021 Q1	$0	Hold	5	–	–	﹤0.01%	971
2020 Q4	$0	Buy	+5	New	+$106	﹤0.01%	904

Other funds holding RKT

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sargent Bickham Lagudis's RKT Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Rocket Companies (RKT) position steady in Q4 2022 at 5 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Sargent Bickham Lagudis first reported a position in RKT in Q4 2020 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold RKT as of Q4 2022.

Sargent Bickham Lagudis held 5 shares of Rocket Companies worth $35 as of Q4 2022.
Sargent Bickham Lagudis left its Rocket Companies share count unchanged in Q4 2022.
Rocket Companies made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1044 holding.
Sargent Bickham Lagudis first reported a position in Rocket Companies in Q4 2020 and has held it in 9 quarters since.
237 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.