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Stone House Investment Management’s Rockwell Automation ROK Stock Holding History

Stone House 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
2024
Q2 		– Sell
-10
Closed -$2.94K – 424
2024
Q1 		$2.94K Hold
10
– – ﹤0.01% 321
2023
Q4 		$3.12K Buy
+10
New +$2.8K ﹤0.01% 242

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stone House Investment Management's ROK Position: Q2 2024 in Review

Stone House Investment Management sold out of Rockwell Automation (ROK) in Q2 2024, closing a stake of 10 shares — an estimated $2.94K sold.

Stone House Investment Management first reported a position in ROK in Q4 2023 and held it in 2 quarters. The position peaked at $3.12K in Q4 2023. 1,152 funds tracked by Wall St. Rank hold ROK as of Q2 2024.

  • Stone House Investment Management reported no remaining Rockwell Automation position as of Q2 2024 after selling out during the quarter.
  • Stone House Investment Management sold 10 Rockwell Automation shares in Q2 2024, an estimated $2.94K.
  • Stone House Investment Management first reported a position in Rockwell Automation in Q4 2023 and held it in 2 quarters.
  • Stone House Investment Management's Rockwell Automation position peaked at $3.12K in Q4 2023.
  • 1,152 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2024.

Based on Stone House Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.