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Jamison Private Wealth Management’s Timken Company TKR Stock Holding History

Jamison Private Wealth 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
2024
Q3 		– Sell
-25
Closed -$2.01K – 502
2024
Q2 		$2.01K Buy
+25
New +$2.16K ﹤0.01% 391

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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

Jamison Private Wealth Management's TKR Position: Q3 2024 in Review

Jamison Private Wealth Management sold out of Timken Company (TKR) in Q3 2024, closing a stake of 25 shares — an estimated $2.01K sold.

Jamison Private Wealth Management first reported a position in TKR in Q2 2024 and held it in 1 quarter. The position peaked at $2.01K in Q2 2024. 464 funds tracked by Wall St. Rank hold TKR as of Q3 2024.

  • Jamison Private Wealth Management reported no remaining Timken Company position as of Q3 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 25 Timken Company shares in Q3 2024, an estimated $2.01K.
  • Jamison Private Wealth Management first reported a position in Timken Company in Q2 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Timken Company position peaked at $2.01K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Timken Company as of Q3 2024.

Based on Jamison Private Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.