ROK ROCKWELL AUTOMATION INC CMN

Ownership history in FORA Capital, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in ROCKWELL AUTOMATION INC CMN (ROK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.76% (2024 Q2)
Avg. % of fund
0.33%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,158 -2,614 -69.3% 0.07% $405K $347.05
2024 Q4 REDUCED 3,772 -13,150 -77.7% 0.12% $1.1M $280.22
2024 Q3 REDUCED 16,922 -5,866 -25.7% 0.53% $4.5M $262.02
2024 Q2 REDUCED 22,788 -1,943 -7.9% 0.76% $6.3M $267.38
2024 Q1 ADDED 24,731 +9,582 +63.3% 0.59% $7.2M $281.66
2023 Q4 REDUCED 15,149 -418 -2.7% 0.40% $4.7M $298.84
2023 Q3 ADDED 15,567 +6,802 +77.6% 0.39% $4.5M $273.82
2022 Q3 ADDED 8,765 +1,510 +20.8% 0.36% $1.9M $202.57
2022 Q2 ADDED 7,255 +5,095 +235.9% 0.29% $1.4M $186.86
2021 Q3 REDUCED 2,160 -5,471 -71.7% 0.16% $635K $272.12
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% of Fund (quarterly)    ROK price (monthly, adj. close)
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