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	–	594
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

YorkBridge Wealth Partners's TKR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Timken Company (TKR) in Q3 2019, closing a stake of 181 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in TKR in Q1 2017 and held it in 10 quarters. The position peaked at $23K in Q3 2018. 339 funds tracked by Wall St. Rank hold TKR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Timken Company position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 181 Timken Company shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in Timken Company in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's Timken Company position peaked at $23K in Q3 2018.
339 funds tracked by Wall St. Rank held Timken Company as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.