Rockwell Automation shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $488k | 1.7k | 285.87 |
| 2023-06-30 | $581k | 1.8k | 329.45 |
| 2023-03-31 | $521k | 1.8k | 293.45 |
| 2022-12-31 | $459k | 1.8k | 257.57 |
| 2022-09-30 | $351k | 1.6k | 215.21 |
| 2022-06-30 | $325k | 1.6k | 199.26 |
| 2022-03-31 | $423k | 1.5k | 279.76 |
| 2021-12-31 | $527k | 1.5k | 348.55 |
| 2021-09-30 | $445k | 1.5k | 294.31 |
| 2021-06-30 | $432k | 1.5k | 285.71 |
| 2021-03-31 | $401k | 1.5k | 265.21 |
| 2020-12-31 | $377k | 1.5k | 243.24 |
| 2020-09-30 | $335k | 1.5k | 216.22 |
| 2020-06-30 | $332k | 1.6k | 212.88 |
| 2020-03-31 | $237k | 1.5k | 162.16 |
| 2019-12-31 | $294k | 1.4k | 202.98 |
| 2019-09-30 | $235k | 1.4k | 162.16 |
| 2019-06-30 | $235k | 1.4k | 162.16 |
| 2017-12-31 | $85k | 432 | 197.47 |
| 2017-09-30 | $82k | 432 | 189.19 |
| 2017-06-30 | $70k | 432 | 162.16 |
| 2017-03-31 | $76k | 471 | 162.16 |
| 2016-12-31 | $27k | 214 | 127.66 |
| 2016-09-30 | $41k | 304 | 135.14 |
| 2016-06-30 | $4.0k | 37 | 108.11 |
| 2016-03-31 | $4.0k | 37 | 108.11 |
| 2015-12-31 | $4.0k | 37 | 108.11 |
| 2015-09-30 | $4.0k | 37 | 108.11 |
| 2015-06-30 | $103k | 762 | 135.14 |
| 2015-03-31 | $9.4k | 87 | 108.11 |
| 2014-12-31 | $6.0k | 59 | 101.69 |
| 2014-09-30 | $4.0k | 37 | 108.11 |
| 2014-06-30 | $5.0k | 37 | 135.14 |
| 2014-03-31 | $5.0k | 37 | 135.14 |
| 2013-12-31 | $4.0k | 37 | 108.11 |
| 2013-09-30 | $9.4k | 87 | 108.11 |
| 2012-09-30 | $3.0k | 50 | 60.00 |
| 2012-03-31 | $15k | 196 | 76.53 |
| 2011-12-31 | $4.0k | 50 | 80.00 |
| 2011-09-30 | $4.0k | 63 | 63.49 |
| 2011-06-30 | $6.0k | 78 | 76.92 |
| 2011-03-31 | $4.0k | 45 | 88.89 |
| 2010-12-31 | $1.0k | 10 | 100.00 |
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