Envestnet Asset Management
TGI

Envestnet Asset Management’s Triumph Group TGI Stock Holding History

Envestnet Asset Management’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
2020
Q2 		– Sell
-19,412
Closed -$131K – 3171
2020
Q1 		$131K Sell
19,412
-32
-0.2% -$585 ﹤0.01% 2809
2019
Q4 		$491K Buy
19,444
+30
+0.2% +$745 ﹤0.01% 2467
2019
Q3 		$444K Sell
19,414
-35
-0.2% -$801 ﹤0.01% 2442
2019
Q2 		$445K Buy
19,449
+696
+4% +$15K ﹤0.01% 2459
2019
Q1 		$357K Buy
18,753
+2,598
+16% +$49K ﹤0.01% 2518
2018
Q4 		$186K Buy
+16,155
New +$281K ﹤0.01% 2720
2018
Q3 		– Sell
-918
Closed -$18K – 2478
2018
Q2 		$18K Buy
918
+48
+6% +$1.11K ﹤0.01% 2443
2018
Q1 		$22K Sell
870
-60
-6% -$1.63K ﹤0.01% 2345
2017
Q4 		$25K Sell
930
-170
-15% -$5.09K ﹤0.01% 2483
2017
Q3 		$33K Sell
1,100
-2,663
-71% -$76K ﹤0.01% 2396
2017
Q2 		$119K Sell
3,763
-771
-17% -$21.5K ﹤0.01% 2075
2017
Q1 		$116K Sell
4,534
-4,571
-50% -$120K ﹤0.01% 2131
2016
Q4 		$242K Sell
9,105
-1,053
-10% -$28K ﹤0.01% 1808
2016
Q3 		$283K Buy
10,158
+561
+6% +$18.1K ﹤0.01% 1871
2016
Q2 		$341K Sell
9,597
-153
-2% -$5.54K ﹤0.01% 1833
2016
Q1 		$307K Buy
9,750
+3,707
+61% +$113K ﹤0.01% 1856
2015
Q4 		$240K Sell
6,043
-2,304
-28% -$93.1K ﹤0.01% 1940
2015
Q3 		$351K Sell
8,347
-3,562
-30% -$191K ﹤0.01% 1753
2015
Q2 		$786K Sell
11,909
-1,101
-8% -$71.4K ﹤0.01% 1512
2015
Q1 		$777K Buy
13,010
+8,859
+213% +$532K ﹤0.01% 1392
2014
Q4 		$279K Buy
4,151
+2,940
+243% +$193K ﹤0.01% 896
2014
Q3 		$79K Sell
1,211
-181
-13% -$12.1K ﹤0.01% 1369
2014
Q2 		$97K Buy
1,392
+1
+0.1% +$67 ﹤0.01% 1220
2014
Q1 		$90K Buy
1,391
+1,322
+1,916% +$90.5K ﹤0.01% 1175
2013
Q4 		$5K Hold
69
– – ﹤0.01% 2012
2013
Q3 		$5K Sell
69
-638
-90% -$49.2K ﹤0.01% 1933
2013
Q2 		$56K Buy
+707
New +$54.8K ﹤0.01% 1144

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Envestnet Asset Management's TGI Position: Q2 2020 in Review

Envestnet Asset Management sold out of Triumph Group (TGI) in Q2 2020, closing a stake of 19,412 shares — an estimated $131K sold.

Envestnet Asset Management first reported a position in TGI in Q2 2013 and held it in 27 quarters. The position peaked at $786K in Q2 2015. 152 funds tracked by Wall St. Rank hold TGI as of Q2 2020.

  • Envestnet Asset Management reported no remaining Triumph Group position as of Q2 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 19,412 Triumph Group shares in Q2 2020, an estimated $131K.
  • Envestnet Asset Management first reported a position in Triumph Group in Q2 2013 and held it in 27 quarters.
  • Envestnet Asset Management's Triumph Group position peaked at $786K in Q2 2015.
  • 152 funds tracked by Wall St. Rank held Triumph Group as of Q2 2020.

Based on Envestnet Asset Management's 13F filing for Q2 2020, filed 8 Jul 2020.