CMF
TGI

Counterpoint Mutual Funds’s Triumph Group TGI Stock Holding History

Counterpoint Mutual Funds’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
2024
Q1 		– Sell
-26,257
Closed -$435K – 215
2023
Q4 		$435K Buy
26,257
+8,605
+49% +$87.3K 0.17% 8
2023
Q3 		$135K Buy
+17,652
New +$173K 0.11% 85
2023
Q1 		– Sell
-8,073
Closed -$84.9K – 476
2022
Q4 		$84.9K Buy
+8,073
New +$83.4K 0.09% 299

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
State Street
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Counterpoint Mutual Funds's TGI Position: Q1 2024 in Review

Counterpoint Mutual Funds sold out of Triumph Group (TGI) in Q1 2024, closing a stake of 26,257 shares — an estimated $435K sold.

Counterpoint Mutual Funds first reported a position in TGI in Q4 2022 and held it in 3 quarters. The position peaked at $435K in Q4 2023. 188 funds tracked by Wall St. Rank hold TGI as of Q1 2024.

  • Counterpoint Mutual Funds reported no remaining Triumph Group position as of Q1 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 26,257 Triumph Group shares in Q1 2024, an estimated $435K.
  • Counterpoint Mutual Funds first reported a position in Triumph Group in Q4 2022 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Triumph Group position peaked at $435K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Triumph Group as of Q1 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2024, filed 15 Apr 2024.