Shell Asset Management’s Rocket Companies RKT Stock Holding History

Shell Asset Management’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 Q1	–	Sell	-7,340	Closed	-$51K	–	1311
2022 Q4	$51K	Sell	7,340 -426	-5%	-$3.11K	﹤0.01%	1261
2022 Q3	$49K	Sell	7,766 -1,018	-12%	-$8.85K	﹤0.01%	1328
2022 Q2	$65K	Buy	8,784 +110	+1%	+$950	﹤0.01%	1335
2022 Q1	$96K	Sell	8,674 -1,284	-13%	-$15.9K	﹤0.01%	1300
2021 Q4	$139K	Buy	9,958 +47	+0.5%	+$748	﹤0.01%	1286
2021 Q3	$159K	Sell	9,911 -430	-4%	-$7.52K	﹤0.01%	1245
2021 Q2	$200K	Sell	10,341 -7,697	-43%	-$156K	﹤0.01%	1233
2021 Q1	$416K	Sell	18,038 -100	-0.6%	-$2.24K	0.01%	925
2020 Q4	$367K	Buy	+18,138	New	+$383K	0.01%	922

Other funds holding RKT

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return