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Credit Capital Investments’s Rockwell Automation ROK Stock Holding History

Credit Capital Investments’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
Q1 		– Sell
-1,438
Closed -$446K – 47
2023
Q4 		$446K Hold
1,438
– – 0.62% 27
2023
Q3 		$411K Buy
+1,438
New +$445K 0.54% 35
2022
Q1 		– Sell
-1,662
Closed -$580K – 72
2021
Q4 		$580K Buy
+1,662
New +$550K 0.56% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Credit Capital Investments's ROK Position: Q1 2024 in Review

Credit Capital Investments sold out of Rockwell Automation (ROK) in Q1 2024, closing a stake of 1,438 shares — an estimated $446K sold.

Credit Capital Investments first reported a position in ROK in Q4 2021 and held it in 3 quarters. The position peaked at $580K in Q4 2021. 1,200 funds tracked by Wall St. Rank hold ROK as of Q1 2024.

  • Credit Capital Investments reported no remaining Rockwell Automation position as of Q1 2024 after selling out during the quarter.
  • Credit Capital Investments sold 1,438 Rockwell Automation shares in Q1 2024, an estimated $446K.
  • Credit Capital Investments first reported a position in Rockwell Automation in Q4 2021 and held it in 3 quarters.
  • Credit Capital Investments's Rockwell Automation position peaked at $580K in Q4 2021.
  • 1,200 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2024.

Based on Credit Capital Investments's 13F filing for Q1 2024, filed 14 May 2024.