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Squar Milner Financial Services’s Timken Company TKR Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-96
Closed -$3K – 670
2020
Q1 		$3K Hold
96
– – ﹤0.01% 650
2019
Q4 		$5K Buy
+96
New +$4.85K ﹤0.01% 646
2019
Q2 		– Sell
-96
Closed -$4K – 884
2019
Q1 		$4K Hold
96
– – ﹤0.01% 708
2018
Q4 		$4K Hold
96
– – ﹤0.01% 618
2018
Q3 		$5K Hold
96
– – ﹤0.01% 622
2018
Q2 		$4K Buy
+96
New +$4.48K ﹤0.01% 754

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Squar Milner Financial Services's TKR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Timken Company (TKR) in Q2 2020, closing a stake of 96 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in TKR in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 307 funds tracked by Wall St. Rank hold TKR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Timken Company position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 96 Timken Company shares in Q2 2020, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Timken Company in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Timken Company position peaked at $5K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held Timken Company as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.