Leelyn Smith’s Rockwell Automation ROK Stock Holding History

Leelyn Smith’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
2021 Q4	–	Sell	-25	Closed	-$7K	–	410
2021 Q3	$7K	Buy	+25	New	+$7.68K	﹤0.01%	303

Other funds holding ROK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Leelyn Smith's ROK Position: Q4 2021 in Review

Leelyn Smith sold out of Rockwell Automation (ROK) in Q4 2021, closing a stake of 25 shares — an estimated $7K sold.

Leelyn Smith first reported a position in ROK in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,134 funds tracked by Wall St. Rank hold ROK as of Q4 2021.

Leelyn Smith reported no remaining Rockwell Automation position as of Q4 2021 after selling out during the quarter.
Leelyn Smith sold 25 Rockwell Automation shares in Q4 2021, an estimated $7K.
Leelyn Smith first reported a position in Rockwell Automation in Q3 2021 and held it in 1 quarter.
Leelyn Smith's Rockwell Automation position peaked at $7K in Q3 2021.
1,134 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2021.

Based on Leelyn Smith's 13F filing for Q4 2021, filed 14 Feb 2022.