Current Value of Holding

$85.9 Million

Shares

6.73 Million

% of Portfolio

1.88%

Average Buy Price

$12.8

Avg closing price
Price range

4 Jeffrey Ubben Rocket Companies Trades

Jeffrey Ubben's position in Rocket Companies is currently worth $85.9 Million. That's 1.88% of their equity portfolio (11th largest holding). The first Rocket Companies trade was made in Q2 2022. Since then Jeffrey Ubben bought shares one more times and sold shares on two occasions. The investor's estimated purchase price is $86.5 Million, resulting in a loss of 0.6%.

Avg closing price
Price range
New holding (+6.73 Million shares) Q1 2025
Avg closing price $12.85
Price range $10.28 - $15.77
Sold -1.3 Million shares Q4 2022
Avg closing price $7.30
Price range $6.28 - $8.54
Sold 35.2% shares (-704 Thousand shares) Q3 2022
Avg closing price $8.69
Price range $6.32 - $11.22
New holding (+2 Million shares) Q2 2022
Avg closing price $8.64
Price range $6.37 - $11.54

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