PSUF
ROK icon

People's United Financial’s Rockwell Automation ROK Stock Holding History

People's United Financial’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
2021
Q4 		– Sell
-868
Closed -$255K – 722
2021
Q3 		$255K Hold
868
– – 0.01% 660
2021
Q2 		$248K Sell
868
-4
-0.5% -$1.08K 0.01% 660
2021
Q1 		$231K Buy
872
+55
+7% +$14K 0.01% 649
2020
Q4 		$205K Buy
+817
New +$200K 0.01% 642
2017
Q3 		– Sell
-448
Closed -$73K – 836
2017
Q2 		$73K Hold
448
– – ﹤0.01% 700
2017
Q1 		$70K Hold
448
– – ﹤0.01% 698
2016
Q4 		$60K Hold
448
– – ﹤0.01% 691
2016
Q3 		$55K Hold
448
– – ﹤0.01% 560
2016
Q2 		$51K Hold
448
– – ﹤0.01% 561
2016
Q1 		$51K Sell
448
-5,079
-92% -$515K ﹤0.01% 561
2015
Q4 		$567K Sell
5,527
-161
-3% -$16.9K 0.03% 318
2015
Q3 		$577K Sell
5,688
-1,470
-21% -$166K 0.03% 314
2015
Q2 		$892K Buy
7,158
+109
+2% +$13.1K 0.05% 272
2015
Q1 		$817K Buy
7,049
+90
+1% +$10.1K 0.04% 286
2014
Q4 		$774K Buy
6,959
+154
+2% +$16.9K 0.04% 293
2014
Q3 		$747K Buy
6,805
+66
+1% +$7.75K 0.04% 293
2014
Q2 		$844K Buy
6,739
+475
+8% +$58.5K 0.04% 278
2014
Q1 		$780K Sell
6,264
-494
-7% -$58.6K 0.05% 259
2013
Q4 		$798K Sell
6,758
-113
-2% -$12.6K 0.05% 255
2013
Q3 		$735K Buy
6,871
+573
+9% +$56K 0.05% 233
2013
Q2 		$523K Buy
+6,298
New +$544K 0.03% 259

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

People's United Financial's ROK Position: Q4 2021 in Review

People's United Financial sold out of Rockwell Automation (ROK) in Q4 2021, closing a stake of 868 shares — an estimated $255K sold.

People's United Financial first reported a position in ROK in Q2 2013 and held it in 21 quarters. The position peaked at $892K in Q2 2015. 1,135 funds tracked by Wall St. Rank hold ROK as of Q4 2021.

  • People's United Financial reported no remaining Rockwell Automation position as of Q4 2021 after selling out during the quarter.
  • People's United Financial sold 868 Rockwell Automation shares in Q4 2021, an estimated $255K.
  • People's United Financial first reported a position in Rockwell Automation in Q2 2013 and held it in 21 quarters.
  • People's United Financial's Rockwell Automation position peaked at $892K in Q2 2015.
  • 1,135 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2021.

Based on People's United Financial's 13F filing for Q4 2021, filed 14 Feb 2022.