JIC
TGI

Juniper Investment Company’s Triumph Group TGI Stock Holding History

Juniper Investment Company’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
2020
Q4 		– Sell
-165,312
Closed -$1.08M – 12
2020
Q3 		$1.08M Sell
165,312
-130,950
-44% -$972K 1.14% 9
2020
Q2 		$2.67M Sell
296,262
-35,000
-11% -$259K 2.96% 7
2020
Q1 		$2.24M Hold
331,262
– – 3.47% 7
2019
Q4 		$8.37M Sell
331,262
-127,472
-28% -$3.16M 8.14% 4
2019
Q3 		$10.5M Buy
+458,734
New +$10.5M 10.94% 4

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Juniper Investment Company's TGI Position: Q4 2020 in Review

Juniper Investment Company sold out of Triumph Group (TGI) in Q4 2020, closing a stake of 165,312 shares — an estimated $1.08M sold.

Juniper Investment Company first reported a position in TGI in Q3 2019 and held it in 5 quarters. The position peaked at $10.5M in Q3 2019. 165 funds tracked by Wall St. Rank hold TGI as of Q4 2020.

  • Juniper Investment Company reported no remaining Triumph Group position as of Q4 2020 after selling out during the quarter.
  • Juniper Investment Company sold 165,312 Triumph Group shares in Q4 2020, an estimated $1.08M.
  • Juniper Investment Company first reported a position in Triumph Group in Q3 2019 and held it in 5 quarters.
  • Juniper Investment Company's Triumph Group position peaked at $10.5M in Q3 2019.
  • 165 funds tracked by Wall St. Rank held Triumph Group as of Q4 2020.

Based on Juniper Investment Company's 13F filing for Q4 2020, filed 12 Feb 2021.