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Macroview Investment Management’s Rockwell Automation ROK Stock Holding History

Macroview 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
-8
Closed -$2.15K – 437
2024
Q3 		$2.15K Hold
8
– – ﹤0.01% 468
2024
Q2 		$2.2K Hold
8
– – ﹤0.01% 475
2024
Q1 		$2.33K Hold
8
– – ﹤0.01% 516
2023
Q4 		$2.48K Sell
8
-26
-76% -$7.29K ﹤0.01% 493
2023
Q3 		$9.72K Sell
34
-2
-6% -$618 0.01% 280
2023
Q2 		$11.9K Buy
+36
New +$10.4K 0.02% 218
2020
Q2 		– Sell
-15
Closed -$2K – 384
2020
Q1 		$2K Buy
+15
New +$2.78K ﹤0.01% 252
2018
Q4 		– Sell
-21
Closed -$4K – 373
2018
Q3 		$4K Buy
+21
New +$3.76K 0.01% 198
2017
Q3 		– Sell
-80
Closed -$13K – 185
2017
Q2 		$13K Buy
+80
New +$12.6K 0.07% 84

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

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

Macroview Investment Management sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 8 shares — an estimated $2.15K sold.

Macroview Investment Management first reported a position in ROK in Q2 2017 and held it in 9 quarters. The position peaked at $13K in Q2 2017. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Macroview Investment Management reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 8 Rockwell Automation shares in Q4 2024, an estimated $2.15K.
  • Macroview Investment Management first reported a position in Rockwell Automation in Q2 2017 and held it in 9 quarters.
  • Macroview Investment Management's Rockwell Automation position peaked at $13K in Q2 2017.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.