Ardevora Asset Management’s Timken Company TKR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-671,500	Closed	-$30.4M	–	120
2017 Q1	$30.4M	Sell	671,500 -14,400	-2%	-$651K	1%	35
2016 Q4	$27.2M	Buy	+685,900	New	+$27.2M	0.98%	47