Sutton Wealth Advisors’s Timken Company TKR Stock Holding History

Sutton Wealth Advisors’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	$4.63K	Hold	63	–	–	﹤0.01%	600
2023 Q2	$5.77K	Hold	63	–	–	﹤0.01%	544
2023 Q1	$5.15K	Sell	63 -14	-18%	-$1.13K	﹤0.01%	518
2022 Q4	$5.44K	Sell	77 -1	-1%	-$70	﹤0.01%	1087
2022 Q3	$4.61K	Buy	78 +15	+24%	+$931	﹤0.01%	1086
2022 Q2	$3.34K	Sell	63 -6	-9%	-$350	﹤0.01%	1112
2022 Q1	$4.19K	Sell	69 -2	-3%	-$133	﹤0.01%	1103
2021 Q4	$4.92K	Buy	71 +8	+13%	+$561	﹤0.01%	1075
2021 Q3	$4.12K	Hold	63	–	–	﹤0.01%	1089
2021 Q2	$5.08K	Hold	63	–	–	﹤0.01%	1043
2021 Q1	$5.11K	Hold	63	–	–	﹤0.01%	1012
2020 Q4	$4.87K	Hold	63	–	–	﹤0.01%	983
2020 Q3	$3.42K	Hold	63	–	–	﹤0.01%	1001
2020 Q2	$2.87K	Buy	63 +25	+66%	+$987	﹤0.01%	1011
2020 Q1	$1.23K	Buy	38 +21	+124%	+$993	﹤0.01%	1079
2019 Q4	$957	Hold	17	–	–	﹤0.01%	1119
2019 Q3	$740	Hold	17	–	–	﹤0.01%	1134
2019 Q2	$873	Hold	17	–	–	﹤0.01%	1107
2019 Q1	$742	Hold	17	–	–	﹤0.01%	1131
2018 Q4	$634	Sell	17 -4	-19%	-$162	﹤0.01%	1073
2018 Q3	$1.05K	Hold	21	–	–	﹤0.01%	1041
2018 Q2	$915	Hold	21	–	–	﹤0.01%	1063
2018 Q1	$958	Hold	21	–	–	﹤0.01%	1053
2017 Q4	$1.03K	Hold	21	–	–	﹤0.01%	1006
2017 Q3	$1.02K	Hold	21	–	–	﹤0.01%	995
2017 Q2	$971	Hold	21	–	–	﹤0.01%	998
2017 Q1	$949	Hold	21	–	–	﹤0.01%	980
2016 Q4	$834	Hold	21	–	–	﹤0.01%	979
2016 Q3	$738	Hold	21	–	–	﹤0.01%	975
2016 Q2	$644	Hold	21	–	–	﹤0.01%	953
2016 Q1	$703	Buy	+21	New	+$609	﹤0.01%	938

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sutton Wealth Advisors's TKR Position: Q3 2023 in Review

Sutton Wealth Advisors held its Timken Company (TKR) position steady in Q3 2023 at 63 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Sutton Wealth Advisors first reported a position in TKR in Q1 2016 and has held it in 31 quarters since. The position peaked at $5.77K in Q2 2023. 422 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

Sutton Wealth Advisors held 63 shares of Timken Company worth $4.63K as of Q3 2023.
Sutton Wealth Advisors left its Timken Company share count unchanged in Q3 2023.
Timken Company made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #600 holding.
Sutton Wealth Advisors first reported a position in Timken Company in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Timken Company position peaked at $5.77K in Q2 2023.
422 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.