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Next Financial Group’s Timken Company TKR Stock Holding History

Next Financial 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
2021
Q4 		$2K Sell
28
-17
-38% -$1.19K ﹤0.01% 2651
2021
Q3 		$3K Buy
45
+3
+7% +$223 ﹤0.01% 2411
2021
Q2 		$3K Sell
42
-3
-7% -$254 ﹤0.01% 2351
2021
Q1 		$4K Sell
45
-112
-71% -$8.94K ﹤0.01% 2183
2020
Q4 		$12K Buy
157
+134
+583% +$9.13K ﹤0.01% 1729
2020
Q3 		$1K Buy
+23
New +$1.19K ﹤0.01% 2142
2020
Q1 		– Sell
-2,526
Closed -$142K – 2400
2019
Q4 		$142K Buy
+2,526
New +$128K 0.01% 824
2019
Q3 		– Sell
-11
Closed -$1K – 2424
2019
Q2 		$1K Sell
11
-8,704
-100% -$416K ﹤0.01% 2254
2019
Q1 		$380K Buy
+8,715
New +$370K 0.1% 183
2016
Q1 		– Sell
-165
Closed -$4K – 1860
2015
Q4 		$4K Buy
+165
New +$4.97K ﹤0.01% 1472
2015
Q1 		– Sell
-129
Closed -$6K – 1964
2014
Q4 		$6K Sell
129
-1
-0.8% -$42 ﹤0.01% 1443
2014
Q3 		$6K Buy
+130
New +$5.98K ﹤0.01% 1993

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Financial Group's TKR Position: Q4 2021 in Review

Next Financial Group reduced its Timken Company (TKR) stake by 38% in Q4 2021, selling an estimated $1.19K and leaving 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Next Financial Group first reported a position in TKR in Q3 2014 and has held it in 12 quarters since. The position peaked at $380K in Q1 2019. 339 funds tracked by Wall St. Rank hold TKR as of Q4 2021.

  • Next Financial Group held 28 shares of Timken Company worth $2K as of Q4 2021.
  • Next Financial Group sold 17 Timken Company shares in Q4 2021, an estimated $1.19K.
  • Timken Company made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2651 holding.
  • Next Financial Group first reported a position in Timken Company in Q3 2014 and has held it in 12 quarters since.
  • Next Financial Group's Timken Company position peaked at $380K in Q1 2019.
  • 339 funds tracked by Wall St. Rank held Timken Company as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.