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Nachman Norwood & Parrott’s Rockwell Automation ROK Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-145
Closed -$32K – 864
2020
Q3 		$32K Buy
+145
New +$32.4K ﹤0.01% 534

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nachman Norwood & Parrott's ROK Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Rockwell Automation (ROK) in Q4 2020, closing a stake of 145 shares — an estimated $32K sold.

Nachman Norwood & Parrott first reported a position in ROK in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 972 funds tracked by Wall St. Rank hold ROK as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Rockwell Automation position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 145 Rockwell Automation shares in Q4 2020, an estimated $32K.
  • Nachman Norwood & Parrott first reported a position in Rockwell Automation in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Rockwell Automation position peaked at $32K in Q3 2020.
  • 972 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.