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Lupo Securities’s Timken Company TKR Stock Holding History

Lupo Securities’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
2015
Q1 		– Sell
-75
Closed -$1.13K – 666
2014
Q4 		$1.13K Buy
+75
New +$3.15K ﹤0.01% 508

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Lupo Securities's TKR Position: Q1 2015 in Review

Lupo Securities sold out of Timken Company (TKR) in Q1 2015, closing a stake of 1,184 shares — an estimated $50.5K sold.

Lupo Securities first reported a position in TKR in Q4 2014 and held it in 1 quarter. The position peaked at $50.5K in Q4 2014. 298 funds tracked by Wall St. Rank hold TKR as of Q1 2015.

  • Lupo Securities reported no remaining Timken Company position as of Q1 2015 after selling out during the quarter.
  • Lupo Securities sold 1,184 Timken Company shares in Q1 2015, an estimated $50.5K.
  • Lupo Securities first reported a position in Timken Company in Q4 2014 and held it in 1 quarter.
  • Lupo Securities's Timken Company position peaked at $50.5K in Q4 2014.
  • 298 funds tracked by Wall St. Rank held Timken Company as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.