MLL
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Moody Lynn & Lieberson’s Rockwell Automation ROK Stock Holding History

Moody Lynn & Lieberson’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
2018
Q4 		– Sell
-58,989
Closed -$11.1M – 211
2018
Q3 		$11.1M Buy
58,989
+34,888
+145% +$6.24M 1.17% 32
2018
Q2 		$4.01M Sell
24,101
-12,998
-35% -$2.26M 0.47% 56
2018
Q1 		$6.46M Buy
+37,099
New +$7.04M 0.78% 40

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Moody Lynn & Lieberson's ROK Position: Q4 2018 in Review

Moody Lynn & Lieberson sold out of Rockwell Automation (ROK) in Q4 2018, closing a stake of 58,989 shares — an estimated $11.1M sold.

Moody Lynn & Lieberson first reported a position in ROK in Q1 2018 and held it in 3 quarters. The position peaked at $11.1M in Q3 2018. 817 funds tracked by Wall St. Rank hold ROK as of Q4 2018.

  • Moody Lynn & Lieberson reported no remaining Rockwell Automation position as of Q4 2018 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 58,989 Rockwell Automation shares in Q4 2018, an estimated $11.1M.
  • Moody Lynn & Lieberson first reported a position in Rockwell Automation in Q1 2018 and held it in 3 quarters.
  • Moody Lynn & Lieberson's Rockwell Automation position peaked at $11.1M in Q3 2018.
  • 817 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2018.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2018, filed 29 Jan 2019.