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Sonora Investment Management’s Timken Company TKR Stock Holding History

Sonora Investment Management’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
Q3 		– Sell
-16
Closed -$1K – 1116
2021
Q2 		$1K Buy
+16
New +$1.35K ﹤0.01% 966
2018
Q3 		– Sell
-551
Closed -$24K – 1258
2018
Q2 		$24K Buy
+551
New +$25.7K ﹤0.01% 558

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sonora Investment Management's TKR Position: Q3 2021 in Review

Sonora Investment Management sold out of Timken Company (TKR) in Q3 2021, closing a stake of 16 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in TKR in Q2 2018 and held it in 2 quarters. The position peaked at $24K in Q2 2018. 354 funds tracked by Wall St. Rank hold TKR as of Q3 2021.

  • Sonora Investment Management reported no remaining Timken Company position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 16 Timken Company shares in Q3 2021, an estimated $1K.
  • Sonora Investment Management first reported a position in Timken Company in Q2 2018 and held it in 2 quarters.
  • Sonora Investment Management's Timken Company position peaked at $24K in Q2 2018.
  • 354 funds tracked by Wall St. Rank held Timken Company as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.