EFG Capital International’s Rockwell Automation ROK Stock Holding History

EFG Capital International’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
2023 Q2	$2.49M	Buy	+7,568	New	+$2.19M	0.58%	56

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EFG Capital International's ROK Position: Q2 2023 in Review

EFG Capital International opened a new position in Rockwell Automation (ROK) in Q2 2023: 7,568 shares worth $2.49M. The stake represents 0.58% of the portfolio and ranks #56 among its holdings.

1,144 funds tracked by Wall St. Rank hold ROK as of Q2 2023.

EFG Capital International held 7,568 shares of Rockwell Automation worth $2.49M as of Q2 2023.
Rockwell Automation was a new EFG Capital International position in Q2 2023.
Rockwell Automation made up 0.58% of EFG Capital International's portfolio in Q2 2023, its #56 holding.
1,144 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.