BAAM
TGI

Baker Avenue Asset Management’s Triumph Group TGI Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-88
Closed -$674 – 1374
2023
Q3 		$674 Buy
+88
New +$861 ﹤0.01% 1368
2014
Q1 		– Sell
-2,910
Closed -$221K – 259
2013
Q4 		$221K Sell
2,910
-386
-12% -$28K 0.04% 218
2013
Q3 		$231K Buy
+3,296
New +$254K 0.05% 191

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's TGI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Triumph Group (TGI) in Q4 2023, closing a stake of 88 shares — an estimated $674 sold.

Baker Avenue Asset Management first reported a position in TGI in Q3 2013 and held it in 3 quarters. The position peaked at $231K in Q3 2013. 181 funds tracked by Wall St. Rank hold TGI as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Triumph Group position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 88 Triumph Group shares in Q4 2023, an estimated $674.
  • Baker Avenue Asset Management first reported a position in Triumph Group in Q3 2013 and held it in 3 quarters.
  • Baker Avenue Asset Management's Triumph Group position peaked at $231K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held Triumph Group as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.