Barrow, Hanley, Mewhinney & Strauss
TGI

Barrow, Hanley, Mewhinney & Strauss’s Triumph Group TGI Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q1 		– Sell
-22,518
Closed -$569K – 372
2019
Q4 		$569K Sell
22,518
-66,433
-75% -$1.65M ﹤0.01% 286
2019
Q3 		$2.04M Sell
88,951
-11,152
-11% -$255K ﹤0.01% 213
2019
Q2 		$2.29M Sell
100,103
-3,827
-4% -$82.2K ﹤0.01% 221
2019
Q1 		$1.98M Buy
103,930
+2,539
+3% +$47.8K ﹤0.01% 234
2018
Q4 		$1.17M Sell
101,391
-29,796
-23% -$518K ﹤0.01% 265
2018
Q3 		$3.06M Sell
131,187
-14,578
-10% -$305K ﹤0.01% 240
2018
Q2 		$2.86M Hold
145,765
– – ﹤0.01% 262
2018
Q1 		$3.67M Sell
145,765
-403
-0.3% -$11K 0.01% 232
2017
Q4 		$3.98M Sell
146,168
-9,882
-6% -$296K 0.01% 235
2017
Q3 		$4.64M Sell
156,050
-708
-0.5% -$20.2K 0.01% 218
2017
Q2 		$4.95M Buy
156,758
+119,146
+317% +$3.32M 0.01% 208
2017
Q1 		$968K Buy
37,612
+1,244
+3% +$32.6K ﹤0.01% 304
2016
Q4 		$964K Buy
+36,368
New +$967K ﹤0.01% 306

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's TGI Position: Q1 2020 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Triumph Group (TGI) in Q1 2020, closing a stake of 22,518 shares — an estimated $569K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in TGI in Q4 2016 and held it in 13 quarters. The position peaked at $4.95M in Q2 2017. 162 funds tracked by Wall St. Rank hold TGI as of Q1 2020.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Triumph Group position as of Q1 2020 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 22,518 Triumph Group shares in Q1 2020, an estimated $569K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Triumph Group in Q4 2016 and held it in 13 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Triumph Group position peaked at $4.95M in Q2 2017.
  • 162 funds tracked by Wall St. Rank held Triumph Group as of Q1 2020.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2020, filed 15 May 2020.