Executive Wealth Management’s Timken Company TKR Stock Holding History

Executive 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
2024 Q4	–	Sell	-2,714	Closed	-$229K	–	277
2024 Q3	$229K	Buy	+2,714	New	+$223K	0.02%	246
2024 Q2	–	Sell	-2,714	Closed	-$238K	–	234
2024 Q1	$238K	Hold	2,714	–	–	0.02%	221
2023 Q4	$218K	Buy	+2,714	New	+$200K	0.02%	204
2023 Q3	–	Sell	-2,714	Closed	-$248K	–	209
2023 Q2	$248K	Hold	2,714	–	–	0.03%	174
2023 Q1	$222K	Buy	+2,714	New	+$220K	0.02%	181
2021 Q3	–	Sell	-2,714	Closed	-$218K	–	195
2021 Q2	$218K	Sell	2,714 -48	-2%	-$4.06K	0.02%	179
2021 Q1	$224K	Buy	2,762 +48	+2%	+$3.83K	0.03%	174
2020 Q4	$209K	Buy	+2,714	New	+$185K	0.03%	169

Other funds holding TKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Executive Wealth Management's TKR Position: Q4 2024 in Review

Executive Wealth Management sold out of Timken Company (TKR) in Q4 2024, closing a stake of 2,714 shares — an estimated $229K sold.

Executive Wealth Management first reported a position in TKR in Q4 2020 and held it in 8 quarters. The position peaked at $248K in Q2 2023. 437 funds tracked by Wall St. Rank hold TKR as of Q4 2024.

Executive Wealth Management reported no remaining Timken Company position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 2,714 Timken Company shares in Q4 2024, an estimated $229K.
Executive Wealth Management first reported a position in Timken Company in Q4 2020 and held it in 8 quarters.
Executive Wealth Management's Timken Company position peaked at $248K in Q2 2023.
437 funds tracked by Wall St. Rank held Timken Company as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.