Kings Point Capital Management’s Timken Company TKR Stock Holding History

Kings Point Capital 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
2022 Q1	$11K	Hold	183	–	–	﹤0.01%	565
2021 Q4	$13K	Hold	183	–	–	﹤0.01%	607
2021 Q3	$12K	Hold	183	–	–	﹤0.01%	552
2021 Q2	$15K	Hold	183	–	–	﹤0.01%	499
2021 Q1	$15K	Hold	183	–	–	﹤0.01%	494
2020 Q4	$14K	Buy	+183	New	+$12.5K	﹤0.01%	464
2020 Q1	–	Sell	-183	Closed	-$10K	–	503
2019 Q4	$10K	Buy	+183	New	+$9.25K	﹤0.01%	488
2014 Q3	–	Sell	-256	Closed	-$12K	–	330
2014 Q2	$12K	Hold	256	–	–	﹤0.01%	311
2014 Q1	$11K	Hold	256	–	–	﹤0.01%	265
2013 Q4	$10K	Hold	256	–	–	﹤0.01%	265
2013 Q3	$11K	Hold	256	–	–	﹤0.01%	256
2013 Q2	$10K	Buy	+256	New	+$10.1K	﹤0.01%	261

Other funds holding TKR

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kings Point Capital Management's TKR Position: Q1 2022 in Review

Kings Point Capital Management held its Timken Company (TKR) position steady in Q1 2022 at 183 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Kings Point Capital Management first reported a position in TKR in Q2 2013 and has held it in 12 quarters since. The position peaked at $15K in Q2 2021. 350 funds tracked by Wall St. Rank hold TKR as of Q1 2022.

Kings Point Capital Management held 183 shares of Timken Company worth $11K as of Q1 2022.
Kings Point Capital Management left its Timken Company share count unchanged in Q1 2022.
Timken Company made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #565 holding.
Kings Point Capital Management first reported a position in Timken Company in Q2 2013 and has held it in 12 quarters since.
Kings Point Capital Management's Timken Company position peaked at $15K in Q2 2021.
350 funds tracked by Wall St. Rank held Timken Company as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.