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Carmichael Hill & Associates’s Rockwell Automation ROK Stock Holding History

Carmichael Hill & Associates’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
Q3 		$4.48K Buy
+17
New +$4.51K ﹤0.01% 667

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carmichael Hill & Associates's ROK Position: Q3 2024 in Review

Carmichael Hill & Associates opened a new position in Rockwell Automation (ROK) in Q3 2024: 17 shares worth $4.48K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings.

1,157 funds tracked by Wall St. Rank hold ROK as of Q3 2024.

  • Carmichael Hill & Associates held 17 shares of Rockwell Automation worth $4.48K as of Q3 2024.
  • Rockwell Automation was a new Carmichael Hill & Associates position in Q3 2024.
  • Rockwell Automation made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #667 holding.
  • 1,157 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.