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CJL
Cyrus J. Lawrence’s
Rockwell Automation
ROK
Stock Holding History
Cyrus J. Lawrence’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
2025
Q1
–
Sell
-1,458
Closed
-$416K
–
142
2024
Q4
$416K
Hold
1,458
–
–
0.08%
55
2024
Q3
$391K
Sell
1,458
-94
-6%
-$25K
0.08%
53
2024
Q2
$427K
Sell
1,552
-25,631
-94%
-$6.92M
0.09%
55
2024
Q1
$7.92M
Buy
+27,183
New
+$7.83M
1.76%
27
2023
Q3
$7.55M
Buy
26,411
+393
+2%
+$122K
2.07%
21
2023
Q2
$8.57K
Buy
26,018
+89
+0.3%
+$25.7K
1.85%
15
2023
Q1
$7.61M
Sell
25,929
-127
-0.5%
-$36.1K
2.21%
19
2022
Q4
$6.71M
Buy
26,056
+7,885
+43%
+$1.98M
2%
25
2022
Q3
$3.91M
Sell
18,171
-362
-2%
-$84.4K
0.77%
36
2022
Q2
$3.69M
Sell
18,533
-1,676
-8%
-$378K
1.07%
33
2022
Q1
$5.66M
Buy
+20,209
New
+$5.81M
1.3%
34
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$6.9T AUM
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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