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Schechter Investment Advisors’s Timken Company TKR Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.16M Sell
16,095
-5,231
-25% -$404K 0.1% 205
2024
Q4 		$1.52M Buy
21,326
+1,257
+6% +$98.8K 0.12% 172
2024
Q3 		$1.69M Sell
20,069
-83
-0.4% -$6.83K 0.12% 159
2024
Q2 		$1.61M Buy
20,152
+869
+5% +$75K 0.12% 159
2024
Q1 		$1.69M Buy
19,283
+1,493
+8% +$123K 0.13% 152
2023
Q4 		$1.43M Sell
17,790
-677
-4% -$49.8K 0.12% 161
2023
Q3 		$1.36M Sell
18,467
-524
-3% -$42.5K 0.13% 164
2023
Q2 		$1.74M Sell
18,991
-869
-4% -$68.5K 0.16% 133
2023
Q1 		$1.62M Sell
19,860
-2,819
-12% -$228K 0.15% 159
2022
Q4 		$1.6M Sell
22,679
-1,890
-8% -$132K 0.15% 158
2022
Q3 		$1.45M Sell
24,569
-857
-3% -$53.2K 0.14% 174
2022
Q2 		$1.35M Buy
25,426
+4,480
+21% +$262K 0.13% 191
2022
Q1 		$1.27M Sell
20,946
-3,356
-14% -$223K 0.12% 219
2021
Q4 		$1.68M Buy
+24,302
New +$1.7M 0.15% 155

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Schechter Investment Advisors's TKR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Timken Company (TKR) stake by 25% in Q1 2025, selling an estimated $404K and leaving 16,095 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #205.

Schechter Investment Advisors first reported a position in TKR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.74M in Q2 2023. 421 funds tracked by Wall St. Rank hold TKR as of Q1 2025.

  • Schechter Investment Advisors held 16,095 shares of Timken Company worth $1.16M as of Q1 2025.
  • Schechter Investment Advisors sold 5,231 Timken Company shares in Q1 2025, an estimated $404K.
  • Timken Company made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #205 holding.
  • Schechter Investment Advisors first reported a position in Timken Company in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Timken Company position peaked at $1.74M in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Timken Company as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.