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Olympiad Research’s Rockwell Automation ROK Stock Holding History

Olympiad Research’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
-779
Closed -$209K – 388
2024
Q3 		$209K Buy
+779
New +$207K 0.14% 272
2024
Q2 		– Sell
-1,186
Closed -$346K – 462
2024
Q1 		$346K Buy
1,186
+469
+65% +$135K 0.23% 161
2023
Q4 		$223K Sell
717
-68
-9% -$19.1K 0.18% 253
2023
Q3 		$224K Buy
+785
New +$243K 0.22% 225
2022
Q3 		$366K Buy
+1,702
New +$397K 0.2% 114
2022
Q2 		– Sell
-926
Closed -$259K – 346
2022
Q1 		$259K Buy
926
+19
+2% +$5.46K 0.08% 219
2021
Q4 		$316K Buy
907
+183
+25% +$60.6K 0.11% 160
2021
Q3 		$213K Buy
+724
New +$222K 0.07% 222
2020
Q3 		– Sell
-1,315
Closed -$280K – 432
2020
Q2 		$280K Sell
1,315
-461
-26% -$89.2K 0.2% 131
2020
Q1 		$268K Buy
1,776
+431
+32% +$79.9K 0.27% 133
2019
Q4 		$273K Buy
+1,345
New +$249K 0.21% 113

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

Olympiad Research's ROK Position: Q4 2024 in Review

Olympiad Research sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 779 shares — an estimated $209K sold.

Olympiad Research first reported a position in ROK in Q4 2019 and held it in 11 quarters. The position peaked at $366K in Q3 2022. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Olympiad Research reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Olympiad Research sold 779 Rockwell Automation shares in Q4 2024, an estimated $209K.
  • Olympiad Research first reported a position in Rockwell Automation in Q4 2019 and held it in 11 quarters.
  • Olympiad Research's Rockwell Automation position peaked at $366K in Q3 2022.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Olympiad Research's 13F filing for Q4 2024, filed 3 Feb 2025.