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Fulcrum Equity Management’s Timken Company TKR Stock Holding History

Fulcrum Equity 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
2020
Q4 		– Sell
-3,908
Closed -$212K – 174
2020
Q3 		$212K Sell
3,908
-4,720
-55% -$244K 0.1% 141
2020
Q2 		$393K Buy
8,628
+1,227
+17% +$48.4K 0.19% 99
2020
Q1 		$239K Sell
7,401
-269
-4% -$12.7K 0.17% 42
2019
Q4 		$432K Buy
7,670
+51
+0.7% +$2.58K 0.23% 69
2019
Q3 		$332K Buy
+7,619
New +$337K 0.17% 72

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fulcrum Equity Management's TKR Position: Q4 2020 in Review

Fulcrum Equity Management sold out of Timken Company (TKR) in Q4 2020, closing a stake of 3,908 shares — an estimated $212K sold.

Fulcrum Equity Management first reported a position in TKR in Q3 2019 and held it in 5 quarters. The position peaked at $432K in Q4 2019. 397 funds tracked by Wall St. Rank hold TKR as of Q4 2020.

  • Fulcrum Equity Management reported no remaining Timken Company position as of Q4 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,908 Timken Company shares in Q4 2020, an estimated $212K.
  • Fulcrum Equity Management first reported a position in Timken Company in Q3 2019 and held it in 5 quarters.
  • Fulcrum Equity Management's Timken Company position peaked at $432K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Timken Company as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.