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Meitav Investment House’s Rockwell Automation ROK Stock Holding History

Meitav Investment House’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
2022
Q2 		– Sell
-29,694
Closed -$8.25M – 375
2022
Q1 		$8.25M Buy
+29,694
New +$8.53M 0.12% 127
2021
Q4 		– Sell
-20,503
Closed -$6.03M – 406
2021
Q3 		$6.03M Sell
20,503
-2,700
-12% -$829K 0.1% 147
2021
Q2 		$6.64M Sell
23,203
-6,299
-21% -$1.7M 0.17% 110
2021
Q1 		$7.83K Buy
29,502
+6,060
+26% +$1.55M 0.22% 97
2020
Q4 		$5.88M Buy
23,442
+9,055
+63% +$2.21M 0.23% 86
2020
Q3 		$3.17M Buy
14,387
+11,287
+364% +$2.52M 0.16% 87
2020
Q2 		$660K Sell
3,100
-300
-9% -$58K 0.04% 193
2020
Q1 		$513K Sell
3,400
-600
-15% -$111K 0.04% 223
2019
Q4 		$811K Buy
4,000
+400
+11% +$74.1K 0.06% 191
2019
Q3 		$585K Buy
3,600
+600
+20% +$94.8K 0.04% 227
2019
Q2 		$486K Buy
3,000
+300
+11% +$50.7K 0.03% 242
2019
Q1 		$469K Buy
2,700
+400
+17% +$68K 0.03% 250
2018
Q4 		$346K Sell
2,300
-300
-12% -$50K 0.02% 240
2018
Q3 		$493K Buy
+2,600
New +$465K 0.02% 321

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Meitav Investment House's ROK Position: Q2 2022 in Review

Meitav Investment House sold out of Rockwell Automation (ROK) in Q2 2022, closing a stake of 29,694 shares — an estimated $8.25M sold.

Meitav Investment House first reported a position in ROK in Q3 2018 and held it in 14 quarters. The position peaked at $8.25M in Q1 2022. 973 funds tracked by Wall St. Rank hold ROK as of Q2 2022.

  • Meitav Investment House reported no remaining Rockwell Automation position as of Q2 2022 after selling out during the quarter.
  • Meitav Investment House sold 29,694 Rockwell Automation shares in Q2 2022, an estimated $8.25M.
  • Meitav Investment House first reported a position in Rockwell Automation in Q3 2018 and held it in 14 quarters.
  • Meitav Investment House's Rockwell Automation position peaked at $8.25M in Q1 2022.
  • 973 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2022.

Based on Meitav Investment House's 13F filing for Q2 2022, filed 1 Aug 2022.