JIR
TGI

James Investment Research’s Triumph Group TGI Stock Holding History

James Investment Research’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
2019
Q4 		– Sell
-10,320
Closed -$236K – 554
2019
Q3 		$236K Hold
10,320
– – 0.02% 296
2019
Q2 		$236K Sell
10,320
-21,155
-67% -$454K 0.02% 321
2019
Q1 		$600K Buy
31,475
+21,075
+203% +$397K 0.04% 428
2018
Q4 		$120K Sell
10,400
-7,765
-43% -$135K 0.01% 572
2018
Q3 		$423K Sell
18,165
-6,465
-26% -$135K 0.02% 529
2018
Q2 		$483K Sell
24,630
-90,480
-79% -$2.09M 0.02% 523
2018
Q1 		$2.9M Sell
115,110
-256,539
-69% -$6.98M 0.11% 182
2017
Q4 		$10.1M Buy
371,649
+38,913
+12% +$1.17M 0.35% 68
2017
Q3 		$9.9M Buy
332,736
+291,256
+702% +$8.31M 0.33% 80
2017
Q2 		$1.31M Sell
41,480
-4,140
-9% -$115K 0.04% 329
2017
Q1 		$1.18M Sell
45,620
-45,115
-50% -$1.18M 0.03% 298
2016
Q4 		$2.4M Buy
+90,735
New +$2.41M 0.06% 208
2014
Q2 		– Sell
-20,400
Closed -$1.32M – 527
2014
Q1 		$1.32M Sell
20,400
-516,896
-96% -$35.4M 0.04% 209
2013
Q4 		$40.9M Sell
537,296
-149,905
-22% -$10.9M 1.28% 19
2013
Q3 		$48.3M Buy
687,201
+67,380
+11% +$5.2M 1.83% 4
2013
Q2 		$49.1M Buy
+619,821
New +$48M 2.01% 6

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

James Investment Research's TGI Position: Q4 2019 in Review

James Investment Research sold out of Triumph Group (TGI) in Q4 2019, closing a stake of 10,320 shares — an estimated $236K sold.

James Investment Research first reported a position in TGI in Q2 2013 and held it in 16 quarters. The position peaked at $49.1M in Q2 2013. 183 funds tracked by Wall St. Rank hold TGI as of Q4 2019.

  • James Investment Research reported no remaining Triumph Group position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 10,320 Triumph Group shares in Q4 2019, an estimated $236K.
  • James Investment Research first reported a position in Triumph Group in Q2 2013 and held it in 16 quarters.
  • James Investment Research's Triumph Group position peaked at $49.1M in Q2 2013.
  • 183 funds tracked by Wall St. Rank held Triumph Group as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.