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InTrack Investment Management’s Rockwell Automation ROK Stock Holding History

InTrack Investment 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
-2,663
Closed -$715K – 124
2024
Q3 		$715K Buy
2,663
+504
+23% +$134K 0.51% 57
2024
Q2 		$594K Buy
2,159
+469
+28% +$127K 0.42% 67
2024
Q1 		$492K Sell
1,690
-162
-9% -$46.7K 0.37% 81
2023
Q4 		$575K Buy
+1,852
New +$519K 0.43% 73
2022
Q3 		– Sell
-4,613
Closed -$919K – 115
2022
Q2 		$919K Buy
4,613
+1,558
+51% +$352K 0.94% 36
2022
Q1 		$855K Buy
+3,055
New +$878K 0.69% 52

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

InTrack Investment Management's ROK Position: Q4 2024 in Review

InTrack Investment Management sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 2,663 shares — an estimated $715K sold.

InTrack Investment Management first reported a position in ROK in Q1 2022 and held it in 6 quarters. The position peaked at $919K in Q2 2022. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • InTrack Investment Management reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • InTrack Investment Management sold 2,663 Rockwell Automation shares in Q4 2024, an estimated $715K.
  • InTrack Investment Management first reported a position in Rockwell Automation in Q1 2022 and held it in 6 quarters.
  • InTrack Investment Management's Rockwell Automation position peaked at $919K in Q2 2022.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on InTrack Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.