SFG
TKR icon

Steward Financial Group’s Timken Company TKR Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+66
New +$5.36K ﹤0.01% 767
2022
Q3 		– Sell
-38
Closed -$2K – 1199
2022
Q2 		$2K Buy
+38
New +$2.22K ﹤0.01% 611

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Steward Financial Group's TKR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Timken Company (TKR) in Q3 2023: 66 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TKR as recently as Q2 2022.

Steward Financial Group first reported a position in TKR in Q2 2022 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

  • Steward Financial Group held 66 shares of Timken Company worth $4K as of Q3 2023.
  • Timken Company was a new Steward Financial Group position in Q3 2023.
  • Timken Company made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #767 holding.
  • Steward Financial Group first reported a position in Timken Company in Q2 2022 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.