HGERS
TGI

Householder Group Estate & Retirement Specialist’s Triumph Group TGI Stock Holding History

Householder Group Estate & Retirement Specialist’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
-142
Closed -$2K – 1317
2023
Q4 		$2K Hold
142
– – ﹤0.01% 1022
2023
Q3 		$1.09K Buy
+142
New +$1.39K ﹤0.01% 1134
2023
Q1 		$2K Buy
+142
New +$1.62K ﹤0.01% 1101
2022
Q4 		– Sell
-142
Closed -$1K – 1053
2022
Q3 		$1K Buy
+142
New +$1.86K ﹤0.01% 1054

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 $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TGI Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Triumph Group (TGI) in Q1 2024, closing a stake of 142 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in TGI in Q3 2022 and held it in 4 quarters. The position peaked at $2K in Q4 2023. 188 funds tracked by Wall St. Rank hold TGI as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Triumph Group position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 142 Triumph Group shares in Q1 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Triumph Group in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Triumph Group position peaked at $2K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Triumph Group as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.