13F

Position

Creative Planning in Rockwell Automation, Inc

Back to the book · All holders of ROK

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$1.18M$389.07$358.88

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202539.1K$15.2M0.0%
Q1 202642.1K$15.1M$358.88−$1.18M$1.06M0.0%