YWP
TKR icon

YorkBridge Wealth Partners’s Timken Company TKR Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-181
Closed -$9K – 595
2019
Q2 		$9K Sell
181
-63
-26% -$3.01K ﹤0.01% 594
2019
Q1 		$11K Sell
244
-213
-47% -$9.05K 0.01% 580
2018
Q4 		$17K Hold
457
– – 0.01% 498
2018
Q3 		$23K Sell
457
-63
-12% -$2.97K 0.01% 495
2018
Q2 		$23K Buy
520
+457
+725% +$21.3K 0.01% 507
2018
Q1 		$3K Hold
63
– – ﹤0.01% 744
2017
Q4 		$3K Buy
63
+17
+37% +$823 ﹤0.01% 772
2017
Q3 		$2K Buy
46
+15
+48% +$692 ﹤0.01% 800
2017
Q2 		$1K Hold
31
– – ﹤0.01% 848
2017
Q1 		$1K Buy
+31
New +$1.37K ﹤0.01% 837

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return