Ameritas Investment Company’s Rockwell Automation ROK Stock Holding History

Ameritas Investment Company’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.25M	Buy	4,268 +1,697	+66%	+$521K	0.06%	244
2021 Q2	$808K	Buy	2,571 +739	+40%	+$199K	0.04%	322
2021 Q1	$486K	Sell	1,832 -375	-17%	-$95.6K	0.04%	358
2020 Q4	$554K	Buy	2,207 +129	+6%	+$31.6K	0.11%	206
2020 Q3	$443K	Hold	2,078	–	–	0.14%	180
2020 Q2	$443K	Sell	2,078 -1	-0%	-$193	0.13%	184
2020 Q1	$314K	Buy	2,079 +11	+0.5%	+$2.04K	0.05%	261
2019 Q4	$419K	Buy	2,068 +11	+0.5%	+$2.04K	0.09%	210
2019 Q3	$339K	Buy	+2,057	New	+$325K	0.07%	247
2019 Q2	–	Sell	-1,984	Closed	-$348K	–	722
2019 Q1	$348K	Buy	+1,984	New	+$337K	0.06%	226

Other funds holding ROK

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Ameritas Investment Company's ROK Position: Q3 2021 in Review

Ameritas Investment Company increased its Rockwell Automation (ROK) stake by 66% in Q3 2021, buying an estimated $521K and bringing the position to 4,268 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #244.

Ameritas Investment Company first reported a position in ROK in Q1 2019 and has held it in 10 quarters since. 1,033 funds tracked by Wall St. Rank hold ROK as of Q3 2021.

Ameritas Investment Company held 4,268 shares of Rockwell Automation worth $1.25M as of Q3 2021.
Ameritas Investment Company bought 1,697 Rockwell Automation shares in Q3 2021, an estimated $521K.
Rockwell Automation made up 0.06% of Ameritas Investment Company's portfolio in Q3 2021, its #244 holding.
Ameritas Investment Company first reported a position in Rockwell Automation in Q1 2019 and has held it in 10 quarters since.
1,033 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.