BDF Gestion’s Rockwell Automation ROK Stock Holding History

BDF Gestion’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
2024 Q4	–	Sell	-6,176	Closed	-$833K	–	149
2024 Q3	$833K	Hold	6,176	–	–	0.09%	147
2024 Q2	$1.7M	Buy	+6,176	New	+$1.67M	0.16%	137

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BDF Gestion's ROK Position: Q4 2024 in Review

BDF Gestion sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 6,176 shares — an estimated $833K sold.

BDF Gestion first reported a position in ROK in Q2 2024 and held it in 2 quarters. The position peaked at $1.7M in Q2 2024. 1,217 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

BDF Gestion reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
BDF Gestion sold 6,176 Rockwell Automation shares in Q4 2024, an estimated $833K.
BDF Gestion first reported a position in Rockwell Automation in Q2 2024 and held it in 2 quarters.
BDF Gestion's Rockwell Automation position peaked at $1.7M in Q2 2024.
1,217 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on BDF Gestion's 13F filing for Q4 2024, filed 17 Jan 2025.