Ellevest Inc’s Timken Company TKR Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-149	Closed	-$12.2K	–	1513
2023 Q1	$12.2K	Sell	149 -15	-9%	-$1.21K	﹤0.01%	984
2022 Q4	$11.6K	Buy	164 +29	+21%	+$2.03K	﹤0.01%	992
2022 Q3	$8K	Buy	135 +120	+800%	+$7.45K	﹤0.01%	1086
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1322
2022 Q1	$1K	Sell	15 -127	-89%	-$8.44K	﹤0.01%	1342
2021 Q4	$10K	Sell	142 -143	-50%	-$10K	﹤0.01%	866
2021 Q3	$19K	Sell	285 -227	-44%	-$16.9K	﹤0.01%	690
2021 Q2	$41K	Sell	512 -76	-13%	-$6.43K	﹤0.01%	514
2021 Q1	$48K	Sell	588 -2,262	-79%	-$181K	0.01%	488
2020 Q4	$220K	Sell	2,850 -5	-0.2%	-$341	0.03%	143
2020 Q3	$155K	Buy	2,855 +101	+4%	+$5.21K	0.03%	161
2020 Q2	$125K	Buy	2,754 +1,688	+158%	+$66.7K	0.03%	158
2020 Q1	$34K	Buy	1,066 +553	+108%	+$26.2K	0.01%	311
2019 Q4	$29K	Buy	+513	New	+$25.9K	0.01%	342

Other funds holding TKR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return