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Aperio Group’s Triumph Financial Inc TFIN Stock Holding History

Aperio Group’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$356K Buy
7,331
+647
+10% +$29.1K ﹤0.01% 2111
2020
Q3 		$208K Buy
+6,684
New +$183K ﹤0.01% 2214
2019
Q3 		– Sell
-1,557
Closed -$45K – 2715
2019
Q2 		$45K Buy
+1,557
New +$46.4K ﹤0.01% 2557

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Aperio Group's TFIN Position: Q4 2020 in Review

Aperio Group increased its Triumph Financial Inc (TFIN) stake by 9.7% in Q4 2020, buying an estimated $29.1K and bringing the position to 7,331 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Aperio Group first reported a position in TFIN in Q2 2019 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold TFIN as of Q4 2020.

  • Aperio Group held 7,331 shares of Triumph Financial Inc worth $356K as of Q4 2020.
  • Aperio Group bought 647 Triumph Financial Inc shares in Q4 2020, an estimated $29.1K.
  • Triumph Financial Inc made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2111 holding.
  • Aperio Group first reported a position in Triumph Financial Inc in Q2 2019 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.