SEC 13F Intelligence

Bartlett & Co. LLC / ROK

Bartlett & Co. LLC’s Rockwell Automation Inc Position

Does Bartlett & Co. LLC own Rockwell Automation Inc (ROK)? Yes34.3K shares worth $11M (+0.17% of its 13F portfolio) as of Q4 2023, down from 34.8K shares the prior filed quarter.

Position Value
$11M
Q4 2023
Shares
34.3K
% of Portfolio
+0.17%
Quarters Held
18
currently held

Position History ROK

Reported value by quarter
Q1 ’19: $124,000Q1 ’19Q2 ’19: $115,000Q3 ’19: $7MQ1 ’20: $6MQ1 ’20Q2 ’20: $9MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $11MQ2 ’21: $12MQ3 ’21: $12MQ3 ’21Q1 ’22: $11MQ2 ’22: $8MQ3 ’22: $8MQ3 ’22Q4 ’22: $10MQ1 ’23: $11MQ2 ’23: $12MQ2 ’23Q3 ’23: $10MQ4 ’23: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202334.3K$11M+0.17%
Q3 202334.8K$10M+0.18%
Q2 202335.2K$12M+0.20%
Q1 202336.9K$11M+0.21%
Q4 202237.1K$10M+0.19%
Q3 202237.9K$8M+0.18%
Q2 202237.9K$8M+0.15%
Q1 202238.2K$11M+0.19%
Q3 202139.6K$12M+0.22%
Q2 202140.6K$12M+0.22%
Q1 202140.9K$11M+0.22%
Q4 202041.0K$10M+0.22%
Q3 202041.5K$9M+0.22%
Q2 202041.8K$9M+0.23%
Q1 202042.5K$6M+0.20%
Q3 201945.0K$7M+0.19%
Q2 2019700$115,0000.00%
Q1 2019704$124,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of ROK.