Brandywine Oak Private Wealth’s Timken Company TKR Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q4	–	Sell	-3,950	Closed	-$233K	–	292
2022 Q3	$233K	Sell	3,950 -1,943	-33%	-$121K	0.03%	256
2022 Q2	$312K	Buy	5,893 +1,782	+43%	+$104K	0.04%	233
2022 Q1	$249K	Buy	4,111 +522	+15%	+$34.7K	0.03%	299
2021 Q4	$261K	Buy	3,589 +481	+15%	+$33.7K	0.03%	295
2021 Q3	$203K	Buy	3,108 +102	+3%	+$7.58K	0.02%	330
2021 Q2	$242K	Sell	3,006 -87	-3%	-$7.36K	0.03%	296
2021 Q1	$251K	Sell	3,093 -275	-8%	-$21.9K	0.04%	237
2020 Q4	$260K	Buy	+3,368	New	+$229K	0.04%	223

Other funds holding TKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brandywine Oak Private Wealth's TKR Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Timken Company (TKR) in Q4 2022, closing a stake of 3,950 shares — an estimated $233K sold.

Brandywine Oak Private Wealth first reported a position in TKR in Q4 2020 and held it in 8 quarters. The position peaked at $312K in Q2 2022. 396 funds tracked by Wall St. Rank hold TKR as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining Timken Company position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,950 Timken Company shares in Q4 2022, an estimated $233K.
Brandywine Oak Private Wealth first reported a position in Timken Company in Q4 2020 and held it in 8 quarters.
Brandywine Oak Private Wealth's Timken Company position peaked at $312K in Q2 2022.
396 funds tracked by Wall St. Rank held Timken Company as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.