Washington Trust’s Timken Company TKR Stock Holding History

Washington Trust’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	-19	Closed	-$1.74K	–	927
2023 Q2	$1.74K	Sell	19 -2	-10%	-$158	﹤0.01%	799
2023 Q1	$1.72K	Buy	21 +2	+11%	+$162	﹤0.01%	824
2022 Q4	$1.34K	Sell	19 -1	-5%	-$70	﹤0.01%	866
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	905
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	907
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	913
2021 Q4	$1K	Buy	20 +2	+11%	+$140	﹤0.01%	916
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	1037
2021 Q2	$1K	Buy	+18	New	+$1.52K	﹤0.01%	1026
2020 Q2	–	Sell	-615	Closed	-$20K	–	995
2020 Q1	$20K	Buy	+615	New	+$29.1K	﹤0.01%	556
2018 Q3	–	Sell	-615	Closed	-$27K	–	749
2018 Q2	$27K	Buy	+615	New	+$28.7K	﹤0.01%	519

Other funds holding TKR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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