Veritable’s Timken Company TKR Stock Holding History

Veritable’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	–	Sell	-2,343	Closed	-$214K	–	723
2023 Q2	$214K	Sell	2,343 -177	-7%	-$14K	﹤0.01%	819
2023 Q1	$206K	Buy	+2,520	New	+$204K	﹤0.01%	835

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

Veritable's TKR Position: Q3 2023 in Review

Veritable sold out of Timken Company (TKR) in Q3 2023, closing a stake of 2,343 shares — an estimated $214K sold.

Veritable first reported a position in TKR in Q1 2023 and held it in 2 quarters. The position peaked at $214K in Q2 2023. 421 funds tracked by Wall St. Rank hold TKR as of Q3 2023.

Veritable reported no remaining Timken Company position as of Q3 2023 after selling out during the quarter.
Veritable sold 2,343 Timken Company shares in Q3 2023, an estimated $214K.
Veritable first reported a position in Timken Company in Q1 2023 and held it in 2 quarters.
Veritable's Timken Company position peaked at $214K in Q2 2023.
421 funds tracked by Wall St. Rank held Timken Company as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.