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Weatherly Asset Management’s Timken Company TKR Stock Holding History

Weatherly Asset Management’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
Q4 		– Sell
-4,890
Closed -$412K – 189
2024
Q3 		$412K Buy
+4,890
New +$402K 0.04% 137

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American Century Companies
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Weatherly Asset Management's TKR Position: Q4 2024 in Review

Weatherly Asset Management sold out of Timken Company (TKR) in Q4 2024, closing a stake of 4,890 shares — an estimated $412K sold.

Weatherly Asset Management first reported a position in TKR in Q3 2024 and held it in 1 quarter. The position peaked at $412K in Q3 2024. 438 funds tracked by Wall St. Rank hold TKR as of Q4 2024.

  • Weatherly Asset Management reported no remaining Timken Company position as of Q4 2024 after selling out during the quarter.
  • Weatherly Asset Management sold 4,890 Timken Company shares in Q4 2024, an estimated $412K.
  • Weatherly Asset Management first reported a position in Timken Company in Q3 2024 and held it in 1 quarter.
  • Weatherly Asset Management's Timken Company position peaked at $412K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Timken Company as of Q4 2024.

Based on Weatherly Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.