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AMJ Financial Wealth Management’s Timken Company TKR Stock Holding History

AMJ Financial Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24,463
Closed -$2.24M – 74
2023
Q2 		$2.24M Buy
+24,463
New +$1.93M 0.98% 35
2021
Q2 		– Sell
-35,030
Closed -$2.84M – 104
2021
Q1 		$2.84M Sell
35,030
-4,546
-11% -$363K 1.37% 31
2020
Q4 		$3.06M Buy
+39,576
New +$2.7M 1.56% 29

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AMJ Financial Wealth Management's TKR Position: Q3 2023 in Review

AMJ Financial Wealth Management sold out of Timken Company (TKR) in Q3 2023, closing a stake of 24,463 shares — an estimated $2.24M sold.

AMJ Financial Wealth Management first reported a position in TKR in Q4 2020 and held it in 3 quarters. The position peaked at $3.06M in Q4 2020. 422 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

  • AMJ Financial Wealth Management reported no remaining Timken Company position as of Q3 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 24,463 Timken Company shares in Q3 2023, an estimated $2.24M.
  • AMJ Financial Wealth Management first reported a position in Timken Company in Q4 2020 and held it in 3 quarters.
  • AMJ Financial Wealth Management's Timken Company position peaked at $3.06M in Q4 2020.
  • 422 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.