Global Retirement Partners’s Triumph Group TGI Stock Holding History

Global Retirement Partners’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
2023 Q1	–	Sell	-94	Closed	-$989	–	3341
2022 Q4	$989	Hold	94	–	–	﹤0.01%	2602
2022 Q3	$1K	Sell	94 -10	-10%	-$131	﹤0.01%	2595
2022 Q2	$1K	Hold	104	–	–	﹤0.01%	2569
2022 Q1	$1K	Buy	+104	New	+$2.31K	﹤0.01%	2526
2021 Q4	–	Sell	-94	Closed	-$2K	–	1637
2021 Q3	$2K	Hold	94	–	–	﹤0.01%	1853
2021 Q2	$2K	Hold	94	–	–	﹤0.01%	1755
2021 Q1	$2K	Hold	94	–	–	﹤0.01%	1672
2020 Q4	$1K	Hold	94	–	–	﹤0.01%	1700
2020 Q3	$1K	Hold	94	–	–	﹤0.01%	1588
2020 Q2	$1K	Buy	+94	New	+$695	﹤0.01%	1567
2018 Q1	–	Sell	-58	Closed	-$2K	–	1537
2017 Q4	$2K	Hold	58	–	–	﹤0.01%	1339
2017 Q3	$1K	Sell	58 -409	-88%	-$11.7K	﹤0.01%	1187
2017 Q2	$15K	Hold	467	–	–	0.01%	681
2017 Q1	$12K	Hold	467	–	–	0.01%	701
2016 Q4	$12K	Buy	+467	New	+$12.4K	0.01%	645

Other funds holding TGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Global Retirement Partners's TGI Position: Q1 2023 in Review

Global Retirement Partners sold out of Triumph Group (TGI) in Q1 2023, closing a stake of 94 shares — an estimated $989 sold.

Global Retirement Partners first reported a position in TGI in Q4 2016 and held it in 15 quarters. The position peaked at $15K in Q2 2017. 177 funds tracked by Wall St. Rank hold TGI as of Q1 2023.

Global Retirement Partners reported no remaining Triumph Group position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 94 Triumph Group shares in Q1 2023, an estimated $989.
Global Retirement Partners first reported a position in Triumph Group in Q4 2016 and held it in 15 quarters.
Global Retirement Partners's Triumph Group position peaked at $15K in Q2 2017.
177 funds tracked by Wall St. Rank held Triumph Group as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.