ClearBridge Investments
TGI

ClearBridge Investments’s Triumph Group TGI Stock Holding History

ClearBridge Investments’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
Q4 		– Sell
-112,516
Closed -$2.62M – 1171
2018
Q3 		$2.62M Sell
112,516
-146
-0.1% -$3.06K ﹤0.01% 648
2018
Q2 		$2.21M Hold
112,662
– – ﹤0.01% 589
2018
Q1 		$2.84M Sell
112,662
-938
-0.8% -$25.5K ﹤0.01% 543
2017
Q4 		$3.09M Sell
113,600
-35,394
-24% -$1.06M ﹤0.01% 544
2017
Q3 		$4.43M Hold
148,994
– – ﹤0.01% 526
2017
Q2 		$4.71M Hold
148,994
– – ﹤0.01% 514
2017
Q1 		$3.84M Hold
148,994
– – ﹤0.01% 538
2016
Q4 		$3.95M Buy
148,994
+99
+0.1% +$2.63K ﹤0.01% 554
2016
Q3 		$4.15M Buy
148,895
+99,894
+204% +$3.22M ﹤0.01% 543
2016
Q2 		$1.74M Hold
49,001
– – ﹤0.01% 640
2016
Q1 		$1.54M Buy
49,001
+684
+1% +$20.8K ﹤0.01% 654
2015
Q4 		$1.92M Buy
48,317
+21,729
+82% +$878K ﹤0.01% 650
2015
Q3 		$1.12M Sell
26,588
-53,382
-67% -$2.86M ﹤0.01% 725
2015
Q2 		$5.28M Sell
79,970
-67,509
-46% -$4.38M 0.01% 576
2015
Q1 		$8.81M Buy
147,479
+39,804
+37% +$2.39M 0.01% 517
2014
Q4 		$7.24M Buy
107,675
+19,518
+22% +$1.28M 0.01% 552
2014
Q3 		$5.74M Buy
88,157
+34,649
+65% +$2.32M 0.01% 586
2014
Q2 		$3.74M Buy
+53,508
New +$3.61M ﹤0.01% 626

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

ClearBridge Investments's TGI Position: Q4 2018 in Review

ClearBridge Investments sold out of Triumph Group (TGI) in Q4 2018, closing a stake of 112,516 shares — an estimated $2.62M sold.

ClearBridge Investments first reported a position in TGI in Q2 2014 and held it in 18 quarters. The position peaked at $8.81M in Q1 2015. 177 funds tracked by Wall St. Rank hold TGI as of Q4 2018.

  • ClearBridge Investments reported no remaining Triumph Group position as of Q4 2018 after selling out during the quarter.
  • ClearBridge Investments sold 112,516 Triumph Group shares in Q4 2018, an estimated $2.62M.
  • ClearBridge Investments first reported a position in Triumph Group in Q2 2014 and held it in 18 quarters.
  • ClearBridge Investments's Triumph Group position peaked at $8.81M in Q1 2015.
  • 177 funds tracked by Wall St. Rank held Triumph Group as of Q4 2018.

Based on ClearBridge Investments's 13F filing for Q4 2018, filed 14 Feb 2019.