Capstone Investment Advisors
TGI

Capstone Investment Advisors’s Triumph Group TGI Stock Holding History

Capstone Investment Advisors’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
-16,534
Closed -$127K – 2404
2023
Q3 		$127K Buy
+16,534
New +$162K ﹤0.01% 1913

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

Capstone Investment Advisors's TGI Position: Q4 2023 in Review

Capstone Investment Advisors sold out of Triumph Group (TGI) in Q4 2023, closing a stake of 16,534 shares — an estimated $127K sold.

Capstone Investment Advisors first reported a position in TGI in Q3 2023 and held it in 1 quarter. The position peaked at $127K in Q3 2023. 181 funds tracked by Wall St. Rank hold TGI as of Q4 2023.

  • Capstone Investment Advisors reported no remaining Triumph Group position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 16,534 Triumph Group shares in Q4 2023, an estimated $127K.
  • Capstone Investment Advisors first reported a position in Triumph Group in Q3 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's Triumph Group position peaked at $127K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Triumph Group as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.