CYG
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Clean Yield Group’s Rockwell Automation ROK Stock Holding History

Clean Yield Group’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
Q4 		– Sell
-17
Closed -$4K – 493
2022
Q3 		$4K Buy
+17
New +$3.96K ﹤0.01% 374
2022
Q2 		– Sell
-43
Closed -$12K – 464
2022
Q1 		$12K Buy
+43
New +$12.4K ﹤0.01% 351

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clean Yield Group's ROK Position: Q4 2022 in Review

Clean Yield Group sold out of Rockwell Automation (ROK) in Q4 2022, closing a stake of 17 shares — an estimated $4K sold.

Clean Yield Group first reported a position in ROK in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 1,057 funds tracked by Wall St. Rank hold ROK as of Q4 2022.

  • Clean Yield Group reported no remaining Rockwell Automation position as of Q4 2022 after selling out during the quarter.
  • Clean Yield Group sold 17 Rockwell Automation shares in Q4 2022, an estimated $4K.
  • Clean Yield Group first reported a position in Rockwell Automation in Q1 2022 and held it in 2 quarters.
  • Clean Yield Group's Rockwell Automation position peaked at $12K in Q1 2022.
  • 1,057 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.