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      Current Value of Holding

      $290M

      Shares

      15.1M

      % of Portfolio

      4.81%

      Average Buy Price

      $12.9

      Avg closing price
      Price range

      5 Jeffrey Ubben Rocket Companies Trades

      Jeffrey Ubben's position in Rocket Companies is currently worth $290M. That's 4.81% of their equity portfolio (9th largest holding). The investor owns 6.38% of the outstanding Rocket Companies stock. The first Rocket Companies trade was made in Q2 2022. Since then Jeffrey Ubben bought shares two more times and sold shares on two occasions. The stake costed the investor $195M, netting the investor a gain of 48% so far.

      Avg closing price
      Price range
      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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