Teza Capital Management’s Rocket Companies RKT Stock Holding History

Teza Capital 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	-32,023	Closed	-$224K	–	678
2022 Q4	$224K	Buy	+32,023	New	+$234K	0.04%	520
2022 Q3	–	Sell	-21,465	Closed	-$158K	–	613
2022 Q2	$158K	Buy	21,465 +9,253	+76%	+$79.9K	0.06%	399
2022 Q1	$136K	Sell	12,212 -3,141	-20%	-$38.9K	0.05%	391
2021 Q4	$215K	Buy	+15,353	New	+$244K	0.06%	397

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

BlackRock New York $6.73T AUM 46.02% 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

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 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

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

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

Teza Capital Management's RKT Position: Q1 2023 in Review

Teza Capital Management sold out of Rocket Companies (RKT) in Q1 2023, closing a stake of 32,023 shares — an estimated $224K sold.

Teza Capital Management first reported a position in RKT in Q4 2021 and held it in 4 quarters. The position peaked at $224K in Q4 2022. 242 funds tracked by Wall St. Rank hold RKT as of Q1 2023.

Teza Capital Management reported no remaining Rocket Companies position as of Q1 2023 after selling out during the quarter.
Teza Capital Management sold 32,023 Rocket Companies shares in Q1 2023, an estimated $224K.
Teza Capital Management first reported a position in Rocket Companies in Q4 2021 and held it in 4 quarters.
Teza Capital Management's Rocket Companies position peaked at $224K in Q4 2022.
242 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2023.

Based on Teza Capital Management's 13F filing for Q1 2023, filed 15 May 2023.