Axa
TGI

Axa’s Triumph Group TGI Stock Holding History

Axa’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
Q3 		– Sell
-21,500
Closed -$266K – 1160
2023
Q2 		$266K Sell
21,500
-146,400
-87% -$1.67M ﹤0.01% 1013
2023
Q1 		$1.95M Buy
167,900
+71,900
+75% +$819K 0.01% 771
2022
Q4 		$1.01M Buy
+96,000
New +$992K ﹤0.01% 883
2021
Q2 		– Sell
-27,500
Closed -$505K – 1305
2021
Q1 		$505K Buy
+27,500
New +$411K ﹤0.01% 1078
2017
Q4 		– Sell
-7,200
Closed -$214K – 1395
2017
Q3 		$214K Buy
+7,200
New +$206K ﹤0.01% 1259
2017
Q2 		– Sell
-17,100
Closed -$441K – 1299
2017
Q1 		$441K Hold
17,100
– – ﹤0.01% 1102
2016
Q4 		$454K Buy
+17,100
New +$455K ﹤0.01% 1068
2015
Q4 		– Sell
-6,350
Closed -$267K – 1488
2015
Q3 		$267K Sell
6,350
-13,150
-67% -$704K ﹤0.01% 1165
2015
Q2 		$1.29M Buy
19,500
+18,800
+2,686% +$1.22M 0.01% 903
2015
Q1 		$42K Buy
+700
New +$42.1K ﹤0.01% 1373
2014
Q3 		– Sell
-4,400
Closed -$307K – 1478
2014
Q2 		$307K Hold
4,400
– – ﹤0.01% 1171
2014
Q1 		$284K Sell
4,400
-132,250
-97% -$9.05M ﹤0.01% 1167
2013
Q4 		$10.4M Sell
136,650
-46,231
-25% -$3.35M 0.05% 374
2013
Q3 		$12.8M Sell
182,881
-29,869
-14% -$2.3M 0.06% 316
2013
Q2 		$16.8M Buy
+212,750
New +$16.5M 0.09% 239

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axa's TGI Position: Q3 2023 in Review

Axa sold out of Triumph Group (TGI) in Q3 2023, closing a stake of 21,500 shares — an estimated $266K sold.

Axa first reported a position in TGI in Q2 2013 and held it in 15 quarters. The position peaked at $16.8M in Q2 2013. 175 funds tracked by Wall St. Rank hold TGI as of Q3 2023.

  • Axa reported no remaining Triumph Group position as of Q3 2023 after selling out during the quarter.
  • Axa sold 21,500 Triumph Group shares in Q3 2023, an estimated $266K.
  • Axa first reported a position in Triumph Group in Q2 2013 and held it in 15 quarters.
  • Axa's Triumph Group position peaked at $16.8M in Q2 2013.
  • 175 funds tracked by Wall St. Rank held Triumph Group as of Q3 2023.

Based on Axa's 13F filing for Q3 2023, filed 14 Nov 2023.