Measured Wealth Private Client Group’s Timken Company TKR Stock Holding History

Measured Wealth Private Client Group’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 Q3	–	Sell	-4,350	Closed	-$398K	–	184
2023 Q2	$398K	Buy	4,350 +478	+12%	+$37.7K	0.15%	115
2023 Q1	$316K	Buy	+3,872	New	+$313K	0.12%	127
2018 Q4	–	Sell	-967	Closed	-$48K	–	648
2018 Q3	$48K	Buy	+967	New	+$45.7K	0.03%	363

Other funds holding TKR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Measured Wealth Private Client Group's TKR Position: Q3 2023 in Review

Measured Wealth Private Client Group sold out of Timken Company (TKR) in Q3 2023, closing a stake of 4,350 shares — an estimated $398K sold.

Measured Wealth Private Client Group first reported a position in TKR in Q3 2018 and held it in 3 quarters. The position peaked at $398K in Q2 2023. 422 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

Measured Wealth Private Client Group reported no remaining Timken Company position as of Q3 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 4,350 Timken Company shares in Q3 2023, an estimated $398K.
Measured Wealth Private Client Group first reported a position in Timken Company in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's Timken Company position peaked at $398K in Q2 2023.
422 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2023, filed 18 Oct 2023.