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Echo Street Capital Management’s Rockwell Automation ROK Stock Holding History

Echo Street Capital Management’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
-1,205
Closed -$259K – 628
2022
Q3 		$259K Buy
+1,205
New +$281K ﹤0.01% 438
2022
Q1 		– Sell
-910
Closed -$317K – 724
2021
Q4 		$317K Buy
+910
New +$301K ﹤0.01% 507

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

Echo Street Capital Management's ROK Position: Q4 2022 in Review

Echo Street Capital Management sold out of Rockwell Automation (ROK) in Q4 2022, closing a stake of 1,205 shares — an estimated $259K sold.

Echo Street Capital Management first reported a position in ROK in Q4 2021 and held it in 2 quarters. The position peaked at $317K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold ROK as of Q4 2022.

  • Echo Street Capital Management reported no remaining Rockwell Automation position as of Q4 2022 after selling out during the quarter.
  • Echo Street Capital Management sold 1,205 Rockwell Automation shares in Q4 2022, an estimated $259K.
  • Echo Street Capital Management first reported a position in Rockwell Automation in Q4 2021 and held it in 2 quarters.
  • Echo Street Capital Management's Rockwell Automation position peaked at $317K in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.