FC
TGI

FORA Capital’s Triumph Group TGI Stock Holding History

FORA Capital’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
-12,773
Closed -$212K – 565
2023
Q4 		$212K Buy
+12,773
New +$130K 0.02% 409
2020
Q1 		– Sell
-2,796
Closed -$71K – 1339
2019
Q4 		$71K Buy
+2,796
New +$69.4K 0.01% 828

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

FORA Capital's TGI Position: Q1 2024 in Review

FORA Capital sold out of Triumph Group (TGI) in Q1 2024, closing a stake of 12,773 shares — an estimated $212K sold.

FORA Capital first reported a position in TGI in Q4 2019 and held it in 2 quarters. The position peaked at $212K in Q4 2023. 188 funds tracked by Wall St. Rank hold TGI as of Q1 2024.

  • FORA Capital reported no remaining Triumph Group position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 12,773 Triumph Group shares in Q1 2024, an estimated $212K.
  • FORA Capital first reported a position in Triumph Group in Q4 2019 and held it in 2 quarters.
  • FORA Capital's Triumph Group position peaked at $212K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Triumph Group as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.