Ergoteles’s Triumph Financial Inc TFIN Stock Holding History

Ergoteles’s Portfolio TFIN Stock Details TFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,519	Closed	-$517K	–	761
2023 Q2	$517K	Sell	8,519 -16,332	-66%	-$897K	0.02%	634
2023 Q1	$1.44M	Buy	+24,851	New	+$1.42M	0.06%	366
2022 Q4	–	Sell	-8,978	Closed	-$488K	–	1875
2022 Q3	$488K	Buy	8,978 +2,137	+31%	+$141K	0.02%	771
2022 Q2	$428K	Buy	+6,841	New	+$485K	0.01%	906

Other funds holding TFIN

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Ergoteles's TFIN Position: Q3 2023 in Review

Ergoteles sold out of Triumph Financial Inc (TFIN) in Q3 2023, closing a stake of 8,519 shares — an estimated $517K sold.

Ergoteles first reported a position in TFIN in Q2 2022 and held it in 4 quarters. The position peaked at $1.44M in Q1 2023. 160 funds tracked by Wall St. Rank hold TFIN as of Q3 2023.

Ergoteles reported no remaining Triumph Financial Inc position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 8,519 Triumph Financial Inc shares in Q3 2023, an estimated $517K.
Ergoteles first reported a position in Triumph Financial Inc in Q2 2022 and held it in 4 quarters.
Ergoteles's Triumph Financial Inc position peaked at $1.44M in Q1 2023.
160 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.