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Univest Financial’s Rockwell Automation ROK Stock Holding History

Univest 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
Q3 		– Sell
-748
Closed -$214K – 112
2021
Q2 		$214K Buy
+748
New +$202K 0.06% 108
2018
Q3 		– Sell
-1,345
Closed -$224K – 110
2018
Q2 		$224K Sell
1,345
-93
-6% -$16.2K 0.09% 95
2018
Q1 		$251K Hold
1,438
– – 0.11% 85
2017
Q4 		$282K Hold
1,438
– – 0.11% 85
2017
Q3 		$256K Hold
1,438
– – 0.11% 84
2017
Q2 		$233K Hold
1,438
– – 0.1% 89
2017
Q1 		$224K Buy
+1,438
New +$215K 0.1% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Univest Financial's ROK Position: Q3 2021 in Review

Univest Financial sold out of Rockwell Automation (ROK) in Q3 2021, closing a stake of 748 shares — an estimated $214K sold.

Univest Financial first reported a position in ROK in Q1 2017 and held it in 7 quarters. The position peaked at $282K in Q4 2017. 1,032 funds tracked by Wall St. Rank hold ROK as of Q3 2021.

  • Univest Financial reported no remaining Rockwell Automation position as of Q3 2021 after selling out during the quarter.
  • Univest Financial sold 748 Rockwell Automation shares in Q3 2021, an estimated $214K.
  • Univest Financial first reported a position in Rockwell Automation in Q1 2017 and held it in 7 quarters.
  • Univest Financial's Rockwell Automation position peaked at $282K in Q4 2017.
  • 1,032 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2021.

Based on Univest Financial's 13F filing for Q3 2021, filed 12 Nov 2021.