OLVIG
TKR icon

Oliver Lagore Vanvalin Investment Group’s Timken Company TKR Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q4 		– Sell
-78
Closed -$5.73K – 872
2023
Q3 		$5.73K Hold
78
– – ﹤0.01% 528
2023
Q2 		$7.14K Hold
78
– – ﹤0.01% 523
2023
Q1 		$6.37K Hold
78
– – ﹤0.01% 454
2022
Q4 		$5.51K Hold
78
– – ﹤0.01% 454
2022
Q3 		$5K Hold
78
– – ﹤0.01% 437
2022
Q2 		$4K Hold
78
– – ﹤0.01% 449
2022
Q1 		$5K Buy
+78
New +$5.18K ﹤0.01% 420

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TKR Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Timken Company (TKR) in Q4 2023, closing a stake of 78 shares — an estimated $5.73K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TKR in Q1 2022 and held it in 7 quarters. The position peaked at $7.14K in Q2 2023. 445 funds tracked by Wall St. Rank hold TKR as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Timken Company position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 78 Timken Company shares in Q4 2023, an estimated $5.73K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Timken Company in Q1 2022 and held it in 7 quarters.
  • Oliver Lagore Vanvalin Investment Group's Timken Company position peaked at $7.14K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held Timken Company as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.