Zullo Investment Group’s Rocket Companies RKT Stock Holding History

Zullo Investment 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 Q1	–	Sell	-1,000	Closed	-$7K	–	581
2022 Q4	$7K	Hold	1,000	–	–	﹤0.01%	544
2022 Q3	$6K	Hold	1,000	–	–	﹤0.01%	571
2022 Q2	$7K	Hold	1,000	–	–	﹤0.01%	563
2022 Q1	$11K	Hold	1,000	–	–	0.01%	522
2021 Q4	$14K	Buy	+1,000	New	+$15.9K	0.01%	479

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

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

CIA

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

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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Zullo Investment Group's RKT Position: Q1 2023 in Review

Zullo Investment Group sold out of Rocket Companies (RKT) in Q1 2023, closing a stake of 1,000 shares — an estimated $7K sold.

Zullo Investment Group first reported a position in RKT in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 242 funds tracked by Wall St. Rank hold RKT as of Q1 2023.

Zullo Investment Group reported no remaining Rocket Companies position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,000 Rocket Companies shares in Q1 2023, an estimated $7K.
Zullo Investment Group first reported a position in Rocket Companies in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Rocket Companies position peaked at $14K in Q4 2021.
242 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.