Sugarloaf Wealth Management’s Rocket Companies RKT Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$1K	Buy	+89	New	+$1.32K	﹤0.01%	651
2023 Q3	–	Sell	-350	Closed	-$3.14K	–	697
2023 Q2	$3.14K	Hold	350	–	–	﹤0.01%	583
2023 Q1	$3.17K	Hold	350	–	–	﹤0.01%	584
2022 Q4	$2.45K	Hold	350	–	–	﹤0.01%	653
2022 Q3	$3K	Hold	350	–	–	﹤0.01%	681
2022 Q2	$3K	Hold	350	–	–	﹤0.01%	670
2022 Q1	$4K	Hold	350	–	–	﹤0.01%	599
2021 Q4	$5K	Hold	350	–	–	﹤0.01%	597
2021 Q3	$6K	Hold	350	–	–	﹤0.01%	595
2021 Q2	$7K	Hold	350	–	–	﹤0.01%	569
2021 Q1	$8	Sell	350 -400	-53%	-$8.94K	﹤0.01%	529
2020 Q4	$15K	Hold	750	–	–	0.01%	433
2020 Q3	$15K	Buy	+750	New	+$17.5K	0.01%	403

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

Sugarloaf Wealth Management's RKT Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Rocket Companies (RKT) in Q4 2024: 89 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in RKT as recently as Q2 2023.

Sugarloaf Wealth Management first reported a position in RKT in Q3 2020 and has held it in 13 quarters since. The position peaked at $15K in Q4 2020. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

Sugarloaf Wealth Management held 89 shares of Rocket Companies worth $1K as of Q4 2024.
Rocket Companies was a new Sugarloaf Wealth Management position in Q4 2024.
Rocket Companies made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #651 holding.
Sugarloaf Wealth Management first reported a position in Rocket Companies in Q3 2020 and has held it in 13 quarters since.
Sugarloaf Wealth Management's Rocket Companies position peaked at $15K in Q4 2020.
268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.