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Sarofim Fayez’s Rockwell Automation ROK Stock Holding History

Sarofim Fayez’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
2013
Q3 		$584K Buy
+5,465
New +$534K ﹤0.01% 161

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Sarofim Fayez's ROK Position: Q3 2013 in Review

Sarofim Fayez opened a new position in Rockwell Automation (ROK) in Q3 2013: 5,465 shares worth $584K. The stake represents ﹤0.01% of the portfolio and ranks #161 among its holdings.

525 funds tracked by Wall St. Rank hold ROK as of Q3 2013.

  • Sarofim Fayez held 5,465 shares of Rockwell Automation worth $584K as of Q3 2013.
  • Rockwell Automation was a new Sarofim Fayez position in Q3 2013.
  • Rockwell Automation made up ﹤0.01% of Sarofim Fayez's portfolio in Q3 2013, its #161 holding.
  • 525 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2013.

Based on Sarofim Fayez's 13F filing for Q3 2013, filed 14 Nov 2013.