AT
TGI

American Trust’s Triumph Group TGI Stock Holding History

American Trust’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,012
Closed -$105K – 487
2022
Q4 		$105K Buy
+10,012
New +$103K 0.01% 428
2022
Q2 		– Sell
-9,204
Closed -$233K – 519
2022
Q1 		$233K Buy
+9,204
New +$204K 0.02% 420

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Trust's TGI Position: Q1 2023 in Review

American Trust sold out of Triumph Group (TGI) in Q1 2023, closing a stake of 10,012 shares — an estimated $105K sold.

American Trust first reported a position in TGI in Q1 2022 and held it in 2 quarters. The position peaked at $233K in Q1 2022. 176 funds tracked by Wall St. Rank hold TGI as of Q1 2023.

  • American Trust reported no remaining Triumph Group position as of Q1 2023 after selling out during the quarter.
  • American Trust sold 10,012 Triumph Group shares in Q1 2023, an estimated $105K.
  • American Trust first reported a position in Triumph Group in Q1 2022 and held it in 2 quarters.
  • American Trust's Triumph Group position peaked at $233K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Triumph Group as of Q1 2023.

Based on American Trust's 13F filing for Q1 2023, filed 22 May 2023.