SVB Wealth’s Timken Company TKR Stock Holding History

SVB Wealth’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
2024 Q2	–	Sell	-3,604	Closed	-$315K	–	816
2024 Q1	$315K	Sell	3,604 -50	-1%	-$4.12K	0.01%	611
2023 Q4	$293K	Buy	+3,654	New	+$269K	0.01%	639

Other funds holding TKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SVB Wealth's TKR Position: Q2 2024 in Review

SVB Wealth sold out of Timken Company (TKR) in Q2 2024, closing a stake of 3,604 shares — an estimated $315K sold.

SVB Wealth first reported a position in TKR in Q4 2023 and held it in 2 quarters. The position peaked at $315K in Q1 2024. 451 funds tracked by Wall St. Rank hold TKR as of Q2 2024.

SVB Wealth reported no remaining Timken Company position as of Q2 2024 after selling out during the quarter.
SVB Wealth sold 3,604 Timken Company shares in Q2 2024, an estimated $315K.
SVB Wealth first reported a position in Timken Company in Q4 2023 and held it in 2 quarters.
SVB Wealth's Timken Company position peaked at $315K in Q1 2024.
451 funds tracked by Wall St. Rank held Timken Company as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.