Investment Partners’s Timken Company TKR Stock Holding History

Investment Partners’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
2022 Q4	–	Sell	-3,977	Closed	-$235K	–	235
2022 Q3	$235K	Buy	+3,977	New	+$247K	0.07%	233
2020 Q4	–	Sell	-4,647	Closed	-$252K	–	147
2020 Q3	$252K	Sell	4,647 -163	-3%	-$8.41K	0.15%	111
2020 Q2	$219K	Buy	+4,810	New	+$190K	0.13%	122
2020 Q1	–	Sell	-5,400	Closed	-$304K	–	148
2019 Q4	$304K	Hold	5,400	–	–	0.21%	108
2019 Q3	$235K	Hold	5,400	–	–	0.17%	126
2019 Q2	$277K	Hold	5,400	–	–	0.2%	109
2019 Q1	$236K	Buy	+5,400	New	+$230K	0.17%	126
2016 Q4	–	Sell	-12,491	Closed	-$439K	–	169
2016 Q3	$439K	Buy	+12,491	New	+$411K	0.25%	99
2016 Q2	–	Sell	-12,566	Closed	-$359K	–	161
2016 Q1	$359K	Buy	+12,566	New	+$364K	0.23%	110

Other funds holding TKR

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Investment Partners's TKR Position: Q4 2022 in Review

Investment Partners sold out of Timken Company (TKR) in Q4 2022, closing a stake of 3,977 shares — an estimated $235K sold.

Investment Partners first reported a position in TKR in Q1 2016 and held it in 9 quarters. The position peaked at $439K in Q3 2016. 398 funds tracked by Wall St. Rank hold TKR as of Q4 2022.

Investment Partners reported no remaining Timken Company position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 3,977 Timken Company shares in Q4 2022, an estimated $235K.
Investment Partners first reported a position in Timken Company in Q1 2016 and held it in 9 quarters.
Investment Partners's Timken Company position peaked at $439K in Q3 2016.
398 funds tracked by Wall St. Rank held Timken Company as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.