EWM
TKR icon

Evercore Wealth Management’s Timken Company TKR Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-750
Closed -$37K – 746
2017
Q4 		$37K Buy
+750
New +$36.3K ﹤0.01% 626
2014
Q4 		– Sell
-445
Closed -$19K – 976
2014
Q3 		$19K Buy
+445
New +$20.5K ﹤0.01% 749
2013
Q3 		– Sell
-1,397
Closed -$56K – 1007
2013
Q2 		$56K Buy
+1,397
New +$55.3K ﹤0.01% 552

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
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evercore Wealth Management's TKR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Timken Company (TKR) in Q1 2018, closing a stake of 750 shares — an estimated $37K sold.

Evercore Wealth Management first reported a position in TKR in Q2 2013 and held it in 3 quarters. The position peaked at $56K in Q2 2013. 332 funds tracked by Wall St. Rank hold TKR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Timken Company position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 750 Timken Company shares in Q1 2018, an estimated $37K.
  • Evercore Wealth Management first reported a position in Timken Company in Q2 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Timken Company position peaked at $56K in Q2 2013.
  • 332 funds tracked by Wall St. Rank held Timken Company as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.