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Kapitalo Investimentos’s Timken Company TKR Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-1,740
Closed -$128K – 704
2023
Q3 		$128K Buy
+1,740
New +$141K 0.02% 360
2023
Q2 		– Sell
-1,298
Closed -$106K – 697
2023
Q1 		$106K Buy
1,298
+806
+164% +$65.2K 0.03% 326
2022
Q4 		$34.8K Buy
+492
New +$34.4K 0.03% 163

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kapitalo Investimentos's TKR Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Timken Company (TKR) in Q4 2023, closing a stake of 1,740 shares — an estimated $128K sold.

Kapitalo Investimentos first reported a position in TKR in Q4 2022 and held it in 3 quarters. The position peaked at $128K in Q3 2023. 444 funds tracked by Wall St. Rank hold TKR as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Timken Company position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,740 Timken Company shares in Q4 2023, an estimated $128K.
  • Kapitalo Investimentos first reported a position in Timken Company in Q4 2022 and held it in 3 quarters.
  • Kapitalo Investimentos's Timken Company position peaked at $128K in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Timken Company as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.