AG
TGI

Aperio Group’s Triumph Group TGI Stock Holding History

Aperio Group’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
2020
Q4 		$867K Buy
69,008
+4,279
+7% +$44.4K ﹤0.01% 1676
2020
Q3 		$421K Buy
64,729
+32,126
+99% +$239K ﹤0.01% 1908
2020
Q2 		$294K Buy
32,603
+8,228
+34% +$60.9K ﹤0.01% 2035
2020
Q1 		$165K Sell
24,375
-12,580
-34% -$230K ﹤0.01% 2133
2019
Q4 		$934K Sell
36,955
-2,606
-7% -$64.7K ﹤0.01% 1468
2019
Q3 		$906K Buy
39,561
+2,191
+6% +$50.1K ﹤0.01% 1449
2019
Q2 		$856K Buy
37,370
+2,070
+6% +$44.5K ﹤0.01% 1479
2019
Q1 		$673K Buy
35,300
+8,774
+33% +$165K ﹤0.01% 1572
2018
Q4 		$305K Buy
26,526
+9,360
+55% +$163K ﹤0.01% 1937
2018
Q3 		$399K Buy
+17,166
New +$359K ﹤0.01% 1888
2018
Q2 		– Sell
-18,623
Closed -$470K – 2284
2018
Q1 		$470K Sell
18,623
-1,749
-9% -$47.6K ﹤0.01% 1719
2017
Q4 		$554K Buy
20,372
+1,949
+11% +$58.4K ﹤0.01% 1651
2017
Q3 		$548K Sell
18,423
-6,137
-25% -$175K ﹤0.01% 1609
2017
Q2 		$776K Buy
24,560
+9,787
+66% +$272K ﹤0.01% 1375
2017
Q1 		$381K Buy
14,773
+4,782
+48% +$125K ﹤0.01% 1703
2016
Q4 		$265K Sell
9,991
-18,498
-65% -$492K ﹤0.01% 1852
2016
Q3 		$794K Sell
28,489
-4,551
-14% -$147K 0.01% 1212
2016
Q2 		$1.17M Buy
33,040
+3,782
+13% +$137K 0.01% 1000
2016
Q1 		$921K Buy
29,258
+17,865
+157% +$543K 0.01% 1081
2015
Q4 		$453K Buy
11,393
+1,608
+16% +$65K ﹤0.01% 1387
2015
Q3 		$412K Buy
9,785
+3,036
+45% +$162K ﹤0.01% 1412
2015
Q2 		$445K Buy
6,749
+2,179
+48% +$141K ﹤0.01% 1390
2015
Q1 		$273K Sell
4,570
-1,272
-22% -$76.4K ﹤0.01% 1631
2014
Q4 		$393K Buy
5,842
+222
+4% +$14.6K ﹤0.01% 1356
2014
Q3 		$366K Buy
5,620
+2,030
+57% +$136K ﹤0.01% 1288
2014
Q2 		$251K Buy
+3,590
New +$242K ﹤0.01% 1491

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's TGI Position: Q4 2020 in Review

Aperio Group increased its Triumph Group (TGI) stake by 6.6% in Q4 2020, buying an estimated $44.4K and bringing the position to 69,008 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Aperio Group first reported a position in TGI in Q2 2014 and has held it in 26 quarters since. The position peaked at $1.17M in Q2 2016. 165 funds tracked by Wall St. Rank hold TGI as of Q4 2020.

  • Aperio Group held 69,008 shares of Triumph Group worth $867K as of Q4 2020.
  • Aperio Group bought 4,279 Triumph Group shares in Q4 2020, an estimated $44.4K.
  • Triumph Group made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1676 holding.
  • Aperio Group first reported a position in Triumph Group in Q2 2014 and has held it in 26 quarters since.
  • Aperio Group's Triumph Group position peaked at $1.17M in Q2 2016.
  • 165 funds tracked by Wall St. Rank held Triumph Group as of Q4 2020.

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