HIIFS
TGI

Harel Insurance Investments & Financial Services’s Triumph Group TGI Stock Holding History

Harel Insurance Investments & Financial Services’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
-26,890
Closed -$456K – 625
2023
Q4 		$456K Sell
26,890
-226
-0.8% -$2.29K 0.01% 205
2023
Q3 		$208K Buy
+27,116
New +$265K ﹤0.01% 301

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harel Insurance Investments & Financial Services's TGI Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Triumph Group (TGI) in Q1 2024, closing a stake of 26,890 shares — an estimated $456K sold.

Harel Insurance Investments & Financial Services first reported a position in TGI in Q3 2023 and held it in 2 quarters. The position peaked at $456K in Q4 2023. 188 funds tracked by Wall St. Rank hold TGI as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Triumph Group position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 26,890 Triumph Group shares in Q1 2024, an estimated $456K.
  • Harel Insurance Investments & Financial Services first reported a position in Triumph Group in Q3 2023 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Triumph Group position peaked at $456K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Triumph Group as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.