McIlrath & Eck’s Rockwell Automation ROK Stock Holding History

McIlrath & Eck’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
2023 Q2	–	Sell	-4	Closed	-$1.17K	–	930
2023 Q1	$1.17K	Buy	+4	New	+$1.14K	﹤0.01%	827
2021 Q2	–	Sell	-3	Closed	-$1K	–	823
2021 Q1	$1K	Buy	+3	New	+$765	﹤0.01%	726
2020 Q2	–	Sell	-18	Closed	-$3K	–	713
2020 Q1	$3K	Hold	18	–	–	﹤0.01%	532
2019 Q4	$4K	Sell	18 -13	-42%	-$2.41K	﹤0.01%	516
2019 Q3	$5K	Hold	31	–	–	﹤0.01%	461
2019 Q2	$5K	Hold	31	–	–	﹤0.01%	461
2019 Q1	$5K	Hold	31	–	–	﹤0.01%	461
2018 Q4	$5K	Buy	31 +13	+72%	+$2.17K	﹤0.01%	375
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	446
2018 Q2	$3K	Hold	18	–	–	﹤0.01%	425
2018 Q1	$3K	Sell	18 -36	-67%	-$6.83K	﹤0.01%	401
2017 Q4	$11K	Buy	+54	New	+$10.3K	0.01%	271

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McIlrath & Eck's ROK Position: Q2 2023 in Review

McIlrath & Eck sold out of Rockwell Automation (ROK) in Q2 2023, closing a stake of 4 shares — an estimated $1.17K sold.

McIlrath & Eck first reported a position in ROK in Q4 2017 and held it in 12 quarters. The position peaked at $11K in Q4 2017. 1,144 funds tracked by Wall St. Rank hold ROK as of Q2 2023.

McIlrath & Eck reported no remaining Rockwell Automation position as of Q2 2023 after selling out during the quarter.
McIlrath & Eck sold 4 Rockwell Automation shares in Q2 2023, an estimated $1.17K.
McIlrath & Eck first reported a position in Rockwell Automation in Q4 2017 and held it in 12 quarters.
McIlrath & Eck's Rockwell Automation position peaked at $11K in Q4 2017.
1,144 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2023.

Based on McIlrath & Eck's 13F filing for Q2 2023, filed 7 Aug 2023.