Boston Partners
TGI

Boston Partners’s Triumph Group TGI Stock Holding History

Boston Partners’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
2018
Q1 		– Sell
-54,042
Closed -$1.47M – 764
2017
Q4 		$1.47M Sell
54,042
-68,187
-56% -$2.04M ﹤0.01% 694
2017
Q3 		$3.64M Sell
122,229
-20,043
-14% -$572K ﹤0.01% 572
2017
Q2 		$4.5M Sell
142,272
-20,404
-13% -$568K 0.01% 499
2017
Q1 		$4.19M Buy
162,676
+20,404
+14% +$534K 0.01% 533
2016
Q4 		$3.77M Buy
142,272
+37,487
+36% +$997K 0.01% 556
2016
Q3 		$2.92M Buy
+104,785
New +$3.38M ﹤0.01% 597
2015
Q3 		– Sell
-296,288
Closed -$19.6M – 735
2015
Q2 		$19.6M Buy
296,288
+21,879
+8% +$1.42M 0.03% 311
2015
Q1 		$16.4M Sell
274,409
-58,198
-17% -$3.5M 0.02% 332
2014
Q4 		$22.4M Hold
332,607
– – 0.03% 288
2014
Q3 		$21.6M Buy
332,607
+25,490
+8% +$1.71M 0.04% 275
2014
Q2 		$21.4M Buy
307,117
+6,896
+2% +$465K 0.04% 277
2014
Q1 		$19.4M Buy
300,221
+122,530
+69% +$8.39M 0.04% 292
2013
Q4 		$13.5M Buy
177,691
+58,939
+50% +$4.27M 0.03% 345
2013
Q3 		$8.34M Buy
118,752
+46,634
+65% +$3.6M 0.02% 391
2013
Q2 		$5.71M Buy
+72,118
New +$5.59M 0.02% 430

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

Boston Partners's TGI Position: Q1 2018 in Review

Boston Partners sold out of Triumph Group (TGI) in Q1 2018, closing a stake of 54,042 shares — an estimated $1.47M sold.

Boston Partners first reported a position in TGI in Q2 2013 and held it in 15 quarters. The position peaked at $22.4M in Q4 2014. 202 funds tracked by Wall St. Rank hold TGI as of Q1 2018.

  • Boston Partners reported no remaining Triumph Group position as of Q1 2018 after selling out during the quarter.
  • Boston Partners sold 54,042 Triumph Group shares in Q1 2018, an estimated $1.47M.
  • Boston Partners first reported a position in Triumph Group in Q2 2013 and held it in 15 quarters.
  • Boston Partners's Triumph Group position peaked at $22.4M in Q4 2014.
  • 202 funds tracked by Wall St. Rank held Triumph Group as of Q1 2018.

Based on Boston Partners's 13F filing for Q1 2018, filed 4 May 2018.