Versor Investments’s Rocket Companies RKT Stock Holding History

Versor 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
2024 Q4	–	Sell	-11,600	Closed	-$223K	–	951
2024 Q3	$223K	Buy	+11,600	New	+$204K	0.04%	683
2023 Q2	–	Sell	-29,357	Closed	-$266K	–	805
2023 Q1	$266K	Buy	29,357 +457	+2%	+$3.94K	0.03%	541
2022 Q4	$202K	Buy	+28,900	New	+$211K	0.02%	631

Other funds holding RKT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

DSA

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

Versor Investments's RKT Position: Q4 2024 in Review

Versor Investments sold out of Rocket Companies (RKT) in Q4 2024, closing a stake of 11,600 shares — an estimated $223K sold.

Versor Investments first reported a position in RKT in Q4 2022 and held it in 3 quarters. The position peaked at $266K in Q1 2023. 268 funds tracked by Wall St. Rank hold RKT as of Q4 2024.

Versor Investments reported no remaining Rocket Companies position as of Q4 2024 after selling out during the quarter.
Versor Investments sold 11,600 Rocket Companies shares in Q4 2024, an estimated $223K.
Versor Investments first reported a position in Rocket Companies in Q4 2022 and held it in 3 quarters.
Versor Investments's Rocket Companies position peaked at $266K in Q1 2023.
268 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2024.

Based on Versor Investments's 13F filing for Q4 2024, filed 5 Feb 2025.