Capital Advisors Ltd’s Triumph Group TGI Stock Holding History

Capital Advisors Ltd’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	-6	Closed	–	–	1472
2023 Q2	$0	Hold	6	–	–	﹤0.01%	1535
2023 Q1	$0	Hold	6	–	–	﹤0.01%	1547
2022 Q4	$0	Buy	+6	New	+$62	﹤0.01%	1635

Other funds holding TGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's TGI Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Triumph Group (TGI) in Q3 2023, closing a stake of 6 shares.

Capital Advisors Ltd first reported a position in TGI in Q4 2022 and held it in 3 quarters. The position peaked at $0 in Q2 2023. 175 funds tracked by Wall St. Rank hold TGI as of Q3 2023.

Capital Advisors Ltd reported no remaining Triumph Group position as of Q3 2023 after selling out during the quarter.
Capital Advisors Ltd sold 6 Triumph Group shares in Q3 2023.
Capital Advisors Ltd first reported a position in Triumph Group in Q4 2022 and held it in 3 quarters.
Capital Advisors Ltd's Triumph Group position peaked at $0 in Q2 2023.
175 funds tracked by Wall St. Rank held Triumph Group as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.