FG
TGI

Formula Growth’s Triumph Group TGI Stock Holding History

Formula Growth’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
2021
Q4 		– Sell
-138,545
Closed -$2.58M – 149
2021
Q3 		$2.58M Hold
138,545
– – 0.37% 80
2021
Q2 		$2.88M Buy
138,545
+10,300
+8% +$190K 0.4% 81
2021
Q1 		$2.36M Buy
+128,245
New +$1.92M 0.34% 88
2019
Q3 		– Sell
-419,360
Closed -$9.6M – 161
2019
Q2 		$9.6M Sell
419,360
-45,395
-10% -$975K 1.37% 24
2019
Q1 		$8.86M Sell
464,755
-30,245
-6% -$570K 1.25% 24
2018
Q4 		$5.69M Buy
495,000
+135,000
+38% +$2.35M 0.94% 30
2018
Q3 		$8.39M Buy
360,000
+245,000
+213% +$5.13M 0.96% 33
2018
Q2 		$2.25M Sell
115,000
-165,000
-59% -$3.82M 0.25% 82
2018
Q1 		$7.06M Sell
280,000
-220,000
-44% -$5.99M 0.84% 35
2017
Q4 		$13.6M Buy
500,000
+10,000
+2% +$300K 1.79% 16
2017
Q3 		$14.6M Buy
490,000
+231,989
+90% +$6.62M 2.29% 7
2017
Q2 		$8.15M Sell
258,011
-214,989
-45% -$5.98M 1.4% 21
2017
Q1 		$12.2M Buy
+473,000
New +$12.4M 2.54% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Formula Growth's TGI Position: Q4 2021 in Review

Formula Growth sold out of Triumph Group (TGI) in Q4 2021, closing a stake of 138,545 shares — an estimated $2.58M sold.

Formula Growth first reported a position in TGI in Q1 2017 and held it in 13 quarters. The position peaked at $14.6M in Q3 2017. 177 funds tracked by Wall St. Rank hold TGI as of Q4 2021.

  • Formula Growth reported no remaining Triumph Group position as of Q4 2021 after selling out during the quarter.
  • Formula Growth sold 138,545 Triumph Group shares in Q4 2021, an estimated $2.58M.
  • Formula Growth first reported a position in Triumph Group in Q1 2017 and held it in 13 quarters.
  • Formula Growth's Triumph Group position peaked at $14.6M in Q3 2017.
  • 177 funds tracked by Wall St. Rank held Triumph Group as of Q4 2021.

Based on Formula Growth's 13F filing for Q4 2021, filed 14 Feb 2022.