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Berman Capital Advisors’s Timken Company TKR Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$61K Buy
942
+78
+9% +$5.8K 0.01% 601
2021
Q2 		$68K Buy
864
+37
+4% +$3.13K 0.01% 483
2021
Q1 		$66K Buy
827
+413
+100% +$33K 0.01% 391
2020
Q4 		$32K Sell
414
-19
-4% -$1.29K 0.01% 541
2020
Q3 		$23K Buy
433
+1
+0.2% +$52 0.01% 543
2020
Q2 		$19K Buy
432
+387
+860% +$15.3K 0.01% 563
2020
Q1 		$1K Buy
45
+30
+200% +$1.42K ﹤0.01% 1370
2019
Q4 		$0 Hold
15
– – ﹤0.01% 1544
2019
Q3 		$0 Hold
15
– – ﹤0.01% 1576
2019
Q2 		$0 Hold
15
– – ﹤0.01% 1573
2019
Q1 		$0 Hold
15
– – ﹤0.01% 1479
2018
Q4 		$0 Buy
+15
New +$607 ﹤0.01% 1258

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's TKR Position: Q3 2021 in Review

Berman Capital Advisors increased its Timken Company (TKR) stake by 9% in Q3 2021, buying an estimated $5.8K and bringing the position to 942 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #601.

Berman Capital Advisors first reported a position in TKR in Q4 2018 and has held it in 12 quarters since. The position peaked at $68K in Q2 2021. 354 funds tracked by Wall St. Rank hold TKR as of Q3 2021.

  • Berman Capital Advisors held 942 shares of Timken Company worth $61K as of Q3 2021.
  • Berman Capital Advisors bought 78 Timken Company shares in Q3 2021, an estimated $5.8K.
  • Timken Company made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #601 holding.
  • Berman Capital Advisors first reported a position in Timken Company in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Timken Company position peaked at $68K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Timken Company as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.