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Disciplined Investments’s Timken Company TKR Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-16
Closed -$1.46K – 1400
2023
Q2 		$1.46K Sell
16
-2
-11% -$158 ﹤0.01% 792
2023
Q1 		$1.47K Sell
18
-2
-10% -$162 ﹤0.01% 802
2022
Q4 		$1.41K Buy
20
+1
+5% +$70 ﹤0.01% 758
2022
Q3 		$1K Buy
19
+1
+6% +$62 ﹤0.01% 1098
2022
Q2 		$1K Buy
18
+4
+29% +$234 ﹤0.01% 1126
2022
Q1 		$1K Buy
+14
New +$930 ﹤0.01% 1192

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Disciplined Investments's TKR Position: Q3 2023 in Review

Disciplined Investments sold out of Timken Company (TKR) in Q3 2023, closing a stake of 16 shares — an estimated $1.46K sold.

Disciplined Investments first reported a position in TKR in Q1 2022 and held it in 6 quarters. The position peaked at $1.47K in Q1 2023. 422 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

  • Disciplined Investments reported no remaining Timken Company position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Timken Company shares in Q3 2023, an estimated $1.46K.
  • Disciplined Investments first reported a position in Timken Company in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Timken Company position peaked at $1.47K in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.