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Gladstone Institutional Advisory’s Timken Company TKR Stock Holding History

Gladstone Institutional Advisory’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
-3,475
Closed -$284K – 711
2023
Q1 		$284K Buy
+3,475
New +$281K 0.02% 536

Other funds holding TKR

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Gladstone Institutional Advisory's TKR Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Timken Company (TKR) in Q2 2023, closing a stake of 3,475 shares — an estimated $284K sold.

Gladstone Institutional Advisory first reported a position in TKR in Q1 2023 and held it in 1 quarter. The position peaked at $284K in Q1 2023. 415 funds tracked by Wall St. Rank hold TKR as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Timken Company position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,475 Timken Company shares in Q2 2023, an estimated $284K.
  • Gladstone Institutional Advisory first reported a position in Timken Company in Q1 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Timken Company position peaked at $284K in Q1 2023.
  • 415 funds tracked by Wall St. Rank held Timken Company as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.