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Sowell Financial Services’s Timken Company TKR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,423
Closed -$219K – 2503
2021
Q1 		$219K Buy
2,423
+2,408
+16,053% +$192K 0.01% 1002
2020
Q4 		$1K Hold
15
– – ﹤0.01% 2623
2020
Q3 		$1K Hold
15
– – ﹤0.01% 2435
2020
Q2 		$1K Hold
15
– – ﹤0.01% 2378
2020
Q1 		$0 Hold
15
– – ﹤0.01% 2683
2019
Q4 		$1K Sell
15
-22
-59% -$1.11K ﹤0.01% 2426
2019
Q3 		$2K Buy
+37
New +$1.64K ﹤0.01% 2141
2017
Q1 		– Sell
-60
Closed -$3K – 538
2016
Q4 		$3K Buy
+60
New +$2.23K ﹤0.01% 574

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sowell Financial Services's TKR Position: Q2 2021 in Review

Sowell Financial Services sold out of Timken Company (TKR) in Q2 2021, closing a stake of 2,423 shares — an estimated $219K sold.

Sowell Financial Services first reported a position in TKR in Q4 2016 and held it in 8 quarters. The position peaked at $219K in Q1 2021. 381 funds tracked by Wall St. Rank hold TKR as of Q2 2021.

  • Sowell Financial Services reported no remaining Timken Company position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,423 Timken Company shares in Q2 2021, an estimated $219K.
  • Sowell Financial Services first reported a position in Timken Company in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Timken Company position peaked at $219K in Q1 2021.
  • 381 funds tracked by Wall St. Rank held Timken Company as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.