Zimmermann Investment Management & Planning’s Rockwell Automation ROK Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-774	Closed	-$208K	–	108
2024 Q3	$208K	Buy	774 +3	+0.4%	+$796	0.06%	142
2024 Q2	$212K	Buy	771 +3	+0.4%	+$810	0.07%	127
2024 Q1	$224K	Buy	768 +3	+0.4%	+$864	0.08%	123
2023 Q4	$237K	Buy	765 +3	+0.4%	+$841	0.1%	111
2023 Q3	$218K	Buy	762 +3	+0.4%	+$928	0.1%	98
2023 Q2	$250K	Buy	759 +2	+0.3%	+$577	0.12%	95
2023 Q1	$222K	Buy	+757	New	+$215K	0.12%	103
2022 Q2	–	Sell	-745	Closed	-$209K	–	92
2022 Q1	$209K	Buy	745 +3	+0.4%	+$862	0.12%	79
2021 Q4	$259K	Buy	+742	New	+$246K	0.15%	76

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Zimmermann Investment Management & Planning's ROK Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 774 shares — an estimated $208K sold.

Zimmermann Investment Management & Planning first reported a position in ROK in Q4 2021 and held it in 9 quarters. The position peaked at $259K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 774 Rockwell Automation shares in Q4 2024, an estimated $208K.
Zimmermann Investment Management & Planning first reported a position in Rockwell Automation in Q4 2021 and held it in 9 quarters.
Zimmermann Investment Management & Planning's Rockwell Automation position peaked at $259K in Q4 2021.
1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.