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Nuance Investments’s Rockwell Automation ROK Stock Holding History

Nuance Investments’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
-32,680
Closed -$8.77M – 55
2024
Q3 		$8.77M Buy
+32,680
New +$8.68M 0.29% 45
2019
Q4 		– Sell
-34,049
Closed -$5.61M – 66
2019
Q3 		$5.61M Buy
+34,049
New +$5.38M 0.21% 52

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

Nuance Investments's ROK Position: Q4 2024 in Review

Nuance Investments sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 32,680 shares — an estimated $8.77M sold.

Nuance Investments first reported a position in ROK in Q3 2019 and held it in 2 quarters. The position peaked at $8.77M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Nuance Investments reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Nuance Investments sold 32,680 Rockwell Automation shares in Q4 2024, an estimated $8.77M.
  • Nuance Investments first reported a position in Rockwell Automation in Q3 2019 and held it in 2 quarters.
  • Nuance Investments's Rockwell Automation position peaked at $8.77M in Q3 2024.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Nuance Investments's 13F filing for Q4 2024, filed 12 Feb 2025.