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Sadoff Investment Management’s Rockwell Automation ROK Stock Holding History

Sadoff Investment 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
2022
Q1 		– Sell
-716
Closed -$250K – 110
2021
Q4 		$250K Hold
716
– – 0.01% 89
2021
Q3 		$211K Sell
716
-200
-22% -$61.4K 0.01% 90
2021
Q2 		$262K Buy
916
+28
+3% +$7.55K 0.02% 85
2021
Q1 		$236K Buy
+888
New +$226K 0.02% 88

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sadoff Investment Management's ROK Position: Q1 2022 in Review

Sadoff Investment Management sold out of Rockwell Automation (ROK) in Q1 2022, closing a stake of 716 shares — an estimated $250K sold.

Sadoff Investment Management first reported a position in ROK in Q1 2021 and held it in 4 quarters. The position peaked at $262K in Q2 2021. 1,051 funds tracked by Wall St. Rank hold ROK as of Q1 2022.

  • Sadoff Investment Management reported no remaining Rockwell Automation position as of Q1 2022 after selling out during the quarter.
  • Sadoff Investment Management sold 716 Rockwell Automation shares in Q1 2022, an estimated $250K.
  • Sadoff Investment Management first reported a position in Rockwell Automation in Q1 2021 and held it in 4 quarters.
  • Sadoff Investment Management's Rockwell Automation position peaked at $262K in Q2 2021.
  • 1,051 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2022.

Based on Sadoff Investment Management's 13F filing for Q1 2022, filed 12 May 2022.