Glassman Wealth Services’s Timken Company TKR Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-62	Closed	-$4.97K	–	1652
2023 Q4	$4.97K	Hold	62	–	–	﹤0.01%	1088
2023 Q3	$4.56K	Hold	62	–	–	﹤0.01%	1098
2023 Q2	$5.67K	Hold	62	–	–	﹤0.01%	964
2023 Q1	$5.07K	Hold	62	–	–	﹤0.01%	995
2022 Q4	$4.38K	Hold	62	–	–	﹤0.01%	1055
2022 Q3	$4K	Hold	62	–	–	﹤0.01%	1085
2022 Q2	$3K	Buy	62 +59	+1,967%	+$3.44K	﹤0.01%	1169
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1944
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1913
2021 Q3	$0	Sell	3 -2	-40%	-$149	﹤0.01%	1813
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1650
2021 Q1	$0	Buy	5 +2	+67%	+$160	﹤0.01%	1633
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1514
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1495
2020 Q2	$0	Buy	+3	New	+$118	﹤0.01%	1530
2020 Q1	–	Sell	-1	Closed	–	–	1560
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1484
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1367
2019 Q2	$0	Buy	+1	New	+$48	﹤0.01%	1360

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Glassman Wealth Services's TKR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Timken Company (TKR) in Q1 2024, closing a stake of 62 shares — an estimated $4.97K sold.

Glassman Wealth Services first reported a position in TKR in Q2 2019 and held it in 18 quarters. The position peaked at $5.67K in Q2 2023. 443 funds tracked by Wall St. Rank hold TKR as of Q1 2024.

Glassman Wealth Services reported no remaining Timken Company position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 62 Timken Company shares in Q1 2024, an estimated $4.97K.
Glassman Wealth Services first reported a position in Timken Company in Q2 2019 and held it in 18 quarters.
Glassman Wealth Services's Timken Company position peaked at $5.67K in Q2 2023.
443 funds tracked by Wall St. Rank held Timken Company as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.