Steward Financial Group’s Rocket Companies RKT Stock Holding History

Steward Financial Group’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 Q3	$0	Buy	+8	New	+$81	﹤0.01%	1523
2023 Q2	–	Sell	-18	Closed	–	–	891
2023 Q1	$0	Buy	18 +10	+125%	+$86	﹤0.01%	880
2022 Q4	$0	Buy	+8	New	+$58	﹤0.01%	770
2022 Q3	–	Sell	-8	Closed	–	–	1050
2022 Q2	$0	Buy	+8	New	+$69	﹤0.01%	1305

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

CIA

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

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

DSA

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

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

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

Steward Financial Group's RKT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Rocket Companies (RKT) in Q3 2023: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in RKT as recently as Q1 2023.

Steward Financial Group first reported a position in RKT in Q2 2022 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

Steward Financial Group held 8 shares of Rocket Companies worth $0 as of Q3 2023.
Rocket Companies was a new Steward Financial Group position in Q3 2023.
Rocket Companies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1523 holding.
Steward Financial Group first reported a position in Rocket Companies in Q2 2022 and has held it in 4 quarters since.
229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.