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Prelude Capital Management’s Rockwell Automation ROK Stock Holding History

Prelude Capital Management’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
Q2 		– Sell
-2,900
Closed -$438K – 2216
2020
Q1 		$438K Sell
2,900
-8,200
-74% -$1.52M 0.03% 333
2019
Q4 		$2.25M Buy
+11,100
New +$2.06M 0.09% 189
2018
Q1 		– Sell
-400
Closed -$79K – 1687
2017
Q4 		$79K Buy
+400
New +$76.3K 0.01% 847

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

Prelude Capital Management's ROK Position: Q4 2024 in Review

Prelude Capital Management sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 977 shares — an estimated $262K sold.

Prelude Capital Management first reported a position in ROK in Q4 2013 and held it in 27 quarters. The position peaked at $788K in Q1 2023. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Prelude Capital Management reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Prelude Capital Management sold 977 Rockwell Automation shares in Q4 2024, an estimated $262K.
  • Prelude Capital Management first reported a position in Rockwell Automation in Q4 2013 and held it in 27 quarters.
  • Prelude Capital Management's Rockwell Automation position peaked at $788K in Q1 2023.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.