Susquehanna Fundamental Investments’s Rocket Companies RKT Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-101,901	Closed	-$913K	–	556
2023 Q2	$913K	Sell	101,901 -38,723	-28%	-$337K	0.03%	345
2023 Q1	$1.27M	Sell	140,624 -206,761	-60%	-$1.78M	0.03%	469
2022 Q4	$2.43M	Sell	347,385 -250,917	-42%	-$1.83M	0.04%	441
2022 Q3	$3.78M	Buy	+598,302	New	+$5.2M	0.06%	391
2022 Q1	–	Sell	-40,505	Closed	-$567K	–	1671
2021 Q4	$567K	Buy	40,505 +8,305	+26%	+$132K	0.01%	863
2021 Q3	$516K	Buy	+32,200	New	+$563K	0.01%	1191

Other funds holding RKT

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

TCMX

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

CIA

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

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

DSA

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

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

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

Susquehanna Fundamental Investments's RKT Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Rocket Companies (RKT) in Q3 2023, closing a stake of 101,901 shares — an estimated $913K sold.

Susquehanna Fundamental Investments first reported a position in RKT in Q3 2021 and held it in 6 quarters. The position peaked at $3.78M in Q3 2022. 229 funds tracked by Wall St. Rank hold RKT as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining Rocket Companies position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 101,901 Rocket Companies shares in Q3 2023, an estimated $913K.
Susquehanna Fundamental Investments first reported a position in Rocket Companies in Q3 2021 and held it in 6 quarters.
Susquehanna Fundamental Investments's Rocket Companies position peaked at $3.78M in Q3 2022.
229 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.