Current Value of Holding

$357M

Shares

28.2M

% of Portfolio

6.47%

Average Buy Price

$15.9

Avg closing price
Price range

8 Jeffrey Ubben Rocket Companies Trades

Jeffrey Ubben's position in Rocket Companies is currently worth $357M. That's 6.47% of their entire equity portfolio (7th largest holding). The first Rocket Companies trade was made in Q2 2022. Since then Jeffrey Ubben bought shares four more times and sold shares on three occasions. The investor's estimated purchase price is $447M, resulting in a loss of 20%.

Avg closing price
Price range
Sold 28.4% shares (-11.2M shares) Q1 2026
Avg closing price $18.94
Price range $13.49 - $23.44
Increased shares by 55.1% (+14M shares) Q4 2025
Avg closing price $17.91
Price range $15.61 - $20.31
Increased shares by 67.9% (+10.3M shares) Q3 2025
Avg closing price $17.40
Price range $13.31 - $21.16
Increased shares by 124.8% (+8.4M shares) Q2 2025
Avg closing price $12.97
Price range $11.11 - $15.40
New holding (+6.73M shares) Q1 2025
Avg closing price $12.85
Price range $10.28 - $15.77
Sold -1.3M shares Q4 2022
Avg closing price $7.30
Price range $6.28 - $8.54
Sold 35.2% shares (-704k shares) Q3 2022
Avg closing price $8.69
Price range $6.32 - $11.22
New holding (+2M shares) Q2 2022
Avg closing price $8.64
Price range $6.37 - $11.54

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