Jade Capital Advisors’s Triumph Group TGI Stock Holding History

Jade Capital Advisors’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	$2.08M	Buy	161,662 +96,662	+149%	+$1.4M	1.31%	25
2024 Q2	$1M	Buy	65,000 +30,000	+86%	+$427K	0.71%	49
2024 Q1	$526K	Sell	35,000 -425,000	-92%	-$6.33M	0.38%	62
2023 Q4	$7.63M	Buy	460,000 +150,000	+48%	+$1.52M	4.54%	2
2023 Q3	$2.37M	Buy	310,000 +225,000	+265%	+$2.2M	2.13%	14
2023 Q2	$1.05M	Buy	85,000 +50,000	+143%	+$570K	0.82%	45
2023 Q1	$406K	Sell	35,000 -40,000	-53%	-$455K	0.56%	48
2022 Q4	$789K	Buy	+75,000	New	+$775K	2.3%	16

Other funds holding TGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 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

Jade Capital Advisors's TGI Position: Q3 2024 in Review

Jade Capital Advisors increased its Triumph Group (TGI) stake by 149% in Q3 2024, buying an estimated $1.4M and bringing the position to 161,662 shares worth $2.08M. The position accounts for 1.31% of the portfolio, ranked #25.

Jade Capital Advisors first reported a position in TGI in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.63M in Q4 2023. 179 funds tracked by Wall St. Rank hold TGI as of Q3 2024.

Jade Capital Advisors held 161,662 shares of Triumph Group worth $2.08M as of Q3 2024.
Jade Capital Advisors bought 96,662 Triumph Group shares in Q3 2024, an estimated $1.4M.
Triumph Group made up 1.31% of Jade Capital Advisors's portfolio in Q3 2024, its #25 holding.
Jade Capital Advisors first reported a position in Triumph Group in Q4 2022 and has held it in 8 quarters since.
Jade Capital Advisors's Triumph Group position peaked at $7.63M in Q4 2023.
179 funds tracked by Wall St. Rank held Triumph Group as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.