SkyOak Wealth’s Timken Company TKR Stock Holding History

SkyOak Wealth’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
2020 Q1	–	Sell	-8,775	Closed	-$494K	–	289
2019 Q4	$494K	Buy	+8,775	New	+$443K	0.15%	156

Other funds holding TKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SkyOak Wealth's TKR Position: Q1 2020 in Review

SkyOak Wealth sold out of Timken Company (TKR) in Q1 2020, closing a stake of 8,775 shares — an estimated $494K sold.

SkyOak Wealth first reported a position in TKR in Q4 2019 and held it in 1 quarter. The position peaked at $494K in Q4 2019. 307 funds tracked by Wall St. Rank hold TKR as of Q1 2020.

SkyOak Wealth reported no remaining Timken Company position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 8,775 Timken Company shares in Q1 2020, an estimated $494K.
SkyOak Wealth first reported a position in Timken Company in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Timken Company position peaked at $494K in Q4 2019.
307 funds tracked by Wall St. Rank held Timken Company as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.