Whittier Trust’s Timken Company TKR Stock Holding History

Whittier 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
2025 Q3	–	Sell	-231	Closed	-$16.8K	–	1604
2025 Q2	$16.8K	Hold	231	–	–	﹤0.01%	1144
2025 Q1	$16.6K	Hold	231	–	–	﹤0.01%	1137
2024 Q4	$16.5K	Hold	231	–	–	﹤0.01%	1151
2024 Q3	$19.5K	Hold	231	–	–	﹤0.01%	1112
2024 Q2	$18.5K	Hold	231	–	–	﹤0.01%	1107
2024 Q1	$20.2K	Hold	231	–	–	﹤0.01%	1124
2023 Q4	$18.5K	Hold	231	–	–	﹤0.01%	1114
2023 Q3	$17K	Hold	231	–	–	﹤0.01%	1149
2023 Q2	$21.1K	Hold	231	–	–	﹤0.01%	1115
2023 Q1	$18.9K	Hold	231	–	–	﹤0.01%	1171
2022 Q4	$16.3K	Hold	231	–	–	﹤0.01%	1194
2022 Q3	$14K	Hold	231	–	–	﹤0.01%	1281
2022 Q2	$12K	Hold	231	–	–	﹤0.01%	1295
2022 Q1	$14K	Hold	231	–	–	﹤0.01%	1281
2021 Q4	$16K	Hold	231	–	–	﹤0.01%	1237
2021 Q3	$15K	Buy	+231	New	+$17.2K	﹤0.01%	1189

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Whittier Trust's TKR Position: Q3 2025 in Review

Whittier Trust sold out of Timken Company (TKR) in Q3 2025, closing a stake of 231 shares — an estimated $16.8K sold.

Whittier Trust first reported a position in TKR in Q3 2021 and held it in 16 quarters. The position peaked at $21.1K in Q2 2023. 430 funds tracked by Wall St. Rank hold TKR as of Q3 2025.

Whittier Trust reported no remaining Timken Company position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 231 Timken Company shares in Q3 2025, an estimated $16.8K.
Whittier Trust first reported a position in Timken Company in Q3 2021 and held it in 16 quarters.
Whittier Trust's Timken Company position peaked at $21.1K in Q2 2023.
430 funds tracked by Wall St. Rank held Timken Company as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.