Essex Investment Management’s Timken Company TKR Stock Holding History

Essex Investment 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
2021 Q1	–	Sell	-5,141	Closed	-$398K	–	506
2020 Q4	$398K	Hold	5,141	–	–	0.05%	306
2020 Q3	$279K	Hold	5,141	–	–	0.04%	338
2020 Q2	$234K	Sell	5,141 -1,384	-21%	-$54.6K	0.04%	306
2020 Q1	$211K	Buy	6,525 +1,854	+40%	+$87.7K	0.04%	285
2019 Q4	$263K	Hold	4,671	–	–	0.03%	355
2019 Q3	$203K	Hold	4,671	–	–	0.03%	359
2019 Q2	$240K	Sell	4,671 -303	-6%	-$14.5K	0.03%	352
2019 Q1	$217K	Sell	4,974 -205	-4%	-$8.71K	0.03%	334
2018 Q4	$193K	Sell	5,179 -247	-5%	-$9.99K	0.03%	341
2018 Q3	$270K	Hold	5,426	–	–	0.03%	359
2018 Q2	$236K	Sell	5,426 -35	-0.6%	-$1.63K	0.03%	362
2018 Q1	$249K	Sell	5,461 -2,321	-30%	-$112K	0.03%	326
2017 Q4	$382K	Sell	7,782 -86	-1%	-$4.16K	0.05%	299
2017 Q3	$382K	Buy	+7,868	New	+$363K	0.05%	294

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Essex Investment Management's TKR Position: Q1 2021 in Review

Essex Investment Management sold out of Timken Company (TKR) in Q1 2021, closing a stake of 5,141 shares — an estimated $398K sold.

Essex Investment Management first reported a position in TKR in Q3 2017 and held it in 14 quarters. The position peaked at $398K in Q4 2020. 382 funds tracked by Wall St. Rank hold TKR as of Q1 2021.

Essex Investment Management reported no remaining Timken Company position as of Q1 2021 after selling out during the quarter.
Essex Investment Management sold 5,141 Timken Company shares in Q1 2021, an estimated $398K.
Essex Investment Management first reported a position in Timken Company in Q3 2017 and held it in 14 quarters.
Essex Investment Management's Timken Company position peaked at $398K in Q4 2020.
382 funds tracked by Wall St. Rank held Timken Company as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.