ZIG
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Zullo Investment Group’s Rockwell Automation ROK Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-41
Closed -$10.6K – 582
2022
Q4 		$10.6K Hold
41
– – 0.01% 487
2022
Q3 		$9K Hold
41
– – 0.01% 507
2022
Q2 		$8K Hold
41
– – 0.01% 541
2022
Q1 		$11K Hold
41
– – 0.01% 523
2021
Q4 		$14K Buy
+41
New +$13.6K 0.01% 480

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Zullo Investment Group's ROK Position: Q1 2023 in Review

Zullo Investment Group sold out of Rockwell Automation (ROK) in Q1 2023, closing a stake of 41 shares — an estimated $10.6K sold.

Zullo Investment Group first reported a position in ROK in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 1,110 funds tracked by Wall St. Rank hold ROK as of Q1 2023.

  • Zullo Investment Group reported no remaining Rockwell Automation position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 41 Rockwell Automation shares in Q1 2023, an estimated $10.6K.
  • Zullo Investment Group first reported a position in Rockwell Automation in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Rockwell Automation position peaked at $14K in Q4 2021.
  • 1,110 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.