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Wintrust Investments’s Timken Company TKR Stock Holding History

Wintrust Investments’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
-345
Closed -$29K – 506
2024
Q3 		$29K Sell
345
-3,005
-90% -$247K 0.02% 413
2024
Q2 		$268K Buy
3,350
+400
+14% +$34.5K 0.02% 399
2024
Q1 		$258K Buy
+2,950
New +$243K 0.02% 407

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 $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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

Wintrust Investments's TKR Position: Q4 2024 in Review

Wintrust Investments sold out of Timken Company (TKR) in Q4 2024, closing a stake of 345 shares — an estimated $29K sold.

Wintrust Investments first reported a position in TKR in Q1 2024 and held it in 3 quarters. The position peaked at $268K in Q2 2024. 438 funds tracked by Wall St. Rank hold TKR as of Q4 2024.

  • Wintrust Investments reported no remaining Timken Company position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 345 Timken Company shares in Q4 2024, an estimated $29K.
  • Wintrust Investments first reported a position in Timken Company in Q1 2024 and held it in 3 quarters.
  • Wintrust Investments's Timken Company position peaked at $268K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Timken Company as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.