Concurrent Investment Advisors
TKR icon

Concurrent Investment Advisors’s Timken Company TKR Stock Holding History

Concurrent Investment 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
2024
Q2 		– Sell
-8,623
Closed -$754K – 1077
2024
Q1 		$754K Buy
8,623
+911
+12% +$75.1K 0.03% 439
2023
Q4 		$618K Buy
+7,712
New +$567K 0.03% 445

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's TKR Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of Timken Company (TKR) in Q2 2024, closing a stake of 8,623 shares — an estimated $754K sold.

Concurrent Investment Advisors first reported a position in TKR in Q4 2023 and held it in 2 quarters. The position peaked at $754K in Q1 2024. 451 funds tracked by Wall St. Rank hold TKR as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining Timken Company position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,623 Timken Company shares in Q2 2024, an estimated $754K.
  • Concurrent Investment Advisors first reported a position in Timken Company in Q4 2023 and held it in 2 quarters.
  • Concurrent Investment Advisors's Timken Company position peaked at $754K in Q1 2024.
  • 451 funds tracked by Wall St. Rank held Timken Company as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.