Bedel Financial Consulting’s Rockwell Automation ROK Stock Holding History

Bedel Financial Consulting’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
2022 Q1	–	Sell	-5	Closed	-$2K	–	1052
2021 Q4	$2K	Buy	+5	New	+$1.66K	﹤0.01%	905
2021 Q2	–	Sell	-5	Closed	-$1K	–	1003
2021 Q1	$1K	Buy	+5	New	+$1.27K	﹤0.01%	907
2020 Q2	–	Sell	-190	Closed	-$29K	–	898
2020 Q1	$29K	Hold	190	–	–	0.02%	338
2019 Q4	$39K	Hold	190	–	–	0.02%	320
2019 Q3	$31K	Hold	190	–	–	0.02%	345
2019 Q2	$31K	Hold	190	–	–	0.02%	347
2019 Q1	$33K	Hold	190	–	–	0.02%	331
2018 Q4	$29K	Hold	190	–	–	0.02%	320
2018 Q3	$32K	Hold	190	–	–	0.02%	328
2018 Q2	$32K	Buy	+190	New	+$33K	0.02%	316

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bedel Financial Consulting's ROK Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Rockwell Automation (ROK) in Q1 2022, closing a stake of 5 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in ROK in Q2 2018 and held it in 10 quarters. The position peaked at $39K in Q4 2019. 1,051 funds tracked by Wall St. Rank hold ROK as of Q1 2022.

Bedel Financial Consulting reported no remaining Rockwell Automation position as of Q1 2022 after selling out during the quarter.
Bedel Financial Consulting sold 5 Rockwell Automation shares in Q1 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in Rockwell Automation in Q2 2018 and held it in 10 quarters.
Bedel Financial Consulting's Rockwell Automation position peaked at $39K in Q4 2019.
1,051 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.