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	–	1657
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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

American Century Companies

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

Thrivent Financial for Lutherans

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

Dimensional Fund Advisors

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

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

EARNEST Partners

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