GI
TGI

Gradient Investments’s Triumph Group TGI Stock Holding History

Gradient Investments’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
Q3 		– Sell
-11
Closed -$170 – 1187
2024
Q2 		$170 Hold
11
– – ﹤0.01% 1280
2024
Q1 		$165 Hold
11
– – ﹤0.01% 1112
2023
Q4 		$182 Hold
11
– – ﹤0.01% 1703
2023
Q3 		$84 Hold
11
– – ﹤0.01% 1716
2023
Q2 		$136 Hold
11
– – ﹤0.01% 1666
2023
Q1 		$127 Buy
+11
New +$125 ﹤0.01% 1426

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
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Gradient Investments's TGI Position: Q3 2024 in Review

Gradient Investments sold out of Triumph Group (TGI) in Q3 2024, closing a stake of 11 shares — an estimated $170 sold.

Gradient Investments first reported a position in TGI in Q1 2023 and held it in 6 quarters. The position peaked at $182 in Q4 2023. 179 funds tracked by Wall St. Rank hold TGI as of Q3 2024.

  • Gradient Investments reported no remaining Triumph Group position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 11 Triumph Group shares in Q3 2024, an estimated $170.
  • Gradient Investments first reported a position in Triumph Group in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's Triumph Group position peaked at $182 in Q4 2023.
  • 179 funds tracked by Wall St. Rank held Triumph Group as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.