Kula Investments’s Timken Company TKR Stock Holding History

Kula Investments’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 Q1	–	Sell	-3,210	Closed	-$227K	–	846
2022 Q4	$227K	Buy	+3,210	New	+$224K	0.07%	483

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Kula Investments's TKR Position: Q1 2023 in Review

Kula Investments sold out of Timken Company (TKR) in Q1 2023, closing a stake of 3,210 shares — an estimated $227K sold.

Kula Investments first reported a position in TKR in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 420 funds tracked by Wall St. Rank hold TKR as of Q1 2023.

Kula Investments reported no remaining Timken Company position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 3,210 Timken Company shares in Q1 2023, an estimated $227K.
Kula Investments first reported a position in Timken Company in Q4 2022 and held it in 1 quarter.
Kula Investments's Timken Company position peaked at $227K in Q4 2022.
420 funds tracked by Wall St. Rank held Timken Company as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.