Congress Asset Management’s Timken Company TKR Stock Holding History

Congress Asset 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
2022 Q1	–	Sell	-23,385	Closed	-$1.62M	–	380
2021 Q4	$1.62M	Sell	23,385 -5,640	-19%	-$395K	0.01%	300
2021 Q3	$1.9M	Buy	29,025 +868	+3%	+$64.5K	0.01%	268
2021 Q2	$2.27M	Buy	28,157 +932	+3%	+$78.9K	0.02%	262
2021 Q1	$2.21M	Buy	+27,225	New	+$2.17M	0.02%	254

Other funds holding TKR

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Asset Management's TKR Position: Q1 2022 in Review

Congress Asset Management sold out of Timken Company (TKR) in Q1 2022, closing a stake of 23,385 shares — an estimated $1.62M sold.

Congress Asset Management first reported a position in TKR in Q1 2021 and held it in 4 quarters. The position peaked at $2.27M in Q2 2021. 351 funds tracked by Wall St. Rank hold TKR as of Q1 2022.

Congress Asset Management reported no remaining Timken Company position as of Q1 2022 after selling out during the quarter.
Congress Asset Management sold 23,385 Timken Company shares in Q1 2022, an estimated $1.62M.
Congress Asset Management first reported a position in Timken Company in Q1 2021 and held it in 4 quarters.
Congress Asset Management's Timken Company position peaked at $2.27M in Q2 2021.
351 funds tracked by Wall St. Rank held Timken Company as of Q1 2022.

Based on Congress Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.