Kiwi Wealth Investments Limited Partnership’s Rockwell Automation ROK Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2020 Q4	–	Sell	-15,215	Closed	-$3.36M	–	283
2020 Q3	$3.36M	Buy	+15,215	New	+$3.4M	0.23%	118
2017 Q4	–	Sell	-19,468	Closed	-$3.47M	–	170
2017 Q3	$3.47M	Buy	19,468 +3,774	+24%	+$628K	0.42%	65
2017 Q2	$2.54M	Sell	15,694 -2,831	-15%	-$447K	0.23%	73
2017 Q1	$2.88M	Buy	+18,525	New	+$2.77M	0.24%	73

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's ROK Position: Q4 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of Rockwell Automation (ROK) in Q4 2020, closing a stake of 15,215 shares — an estimated $3.36M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ROK in Q1 2017 and held it in 4 quarters. The position peaked at $3.47M in Q3 2017. 973 funds tracked by Wall St. Rank hold ROK as of Q4 2020.

Kiwi Wealth Investments Limited Partnership reported no remaining Rockwell Automation position as of Q4 2020 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 15,215 Rockwell Automation shares in Q4 2020, an estimated $3.36M.
Kiwi Wealth Investments Limited Partnership first reported a position in Rockwell Automation in Q1 2017 and held it in 4 quarters.
Kiwi Wealth Investments Limited Partnership's Rockwell Automation position peaked at $3.47M in Q3 2017.
973 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2020, filed 17 Feb 2021.