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Fourpath Capital Management’s Rockwell Automation ROK Stock Holding History

Fourpath 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
2024
Q4 		– Sell
-512
Closed -$137K – 648
2024
Q3 		$137K Buy
+512
New +$136K 0.03% 248
2023
Q3 		– Sell
-837
Closed -$276K – 132
2023
Q2 		$276K Hold
837
– – 0.33% 77
2023
Q1 		$246K Hold
837
– – 0.17% 110
2022
Q4 		$216K Buy
+837
New +$210K 0.16% 112
2022
Q2 		– Sell
-837
Closed -$234K – 155
2022
Q1 		$234K Hold
837
– – 0.09% 136
2021
Q4 		$292K Buy
+837
New +$277K 0.11% 124

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fourpath Capital Management's ROK Position: Q4 2024 in Review

Fourpath Capital Management sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 512 shares — an estimated $137K sold.

Fourpath Capital Management first reported a position in ROK in Q4 2021 and held it in 6 quarters. The position peaked at $292K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Fourpath Capital Management reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 512 Rockwell Automation shares in Q4 2024, an estimated $137K.
  • Fourpath Capital Management first reported a position in Rockwell Automation in Q4 2021 and held it in 6 quarters.
  • Fourpath Capital Management's Rockwell Automation position peaked at $292K in Q4 2021.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.