SF
TKR icon

Symphony Financial’s Timken Company TKR Stock Holding History

Symphony Financial’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
Q2 		– Sell
-13,094
Closed -$1.05M – 215
2023
Q1 		$1.05M Buy
13,094
+5,851
+81% +$473K 0.27% 75
2022
Q4 		$514K Buy
7,243
+141
+2% +$9.85K 0.14% 132
2022
Q3 		$418K Buy
+7,102
New +$441K 0.14% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Symphony Financial's TKR Position: Q2 2023 in Review

Symphony Financial sold out of Timken Company (TKR) in Q2 2023, closing a stake of 13,094 shares — an estimated $1.05M sold.

Symphony Financial first reported a position in TKR in Q3 2022 and held it in 3 quarters. The position peaked at $1.05M in Q1 2023. 417 funds tracked by Wall St. Rank hold TKR as of Q2 2023.

  • Symphony Financial reported no remaining Timken Company position as of Q2 2023 after selling out during the quarter.
  • Symphony Financial sold 13,094 Timken Company shares in Q2 2023, an estimated $1.05M.
  • Symphony Financial first reported a position in Timken Company in Q3 2022 and held it in 3 quarters.
  • Symphony Financial's Timken Company position peaked at $1.05M in Q1 2023.
  • 417 funds tracked by Wall St. Rank held Timken Company as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.