Marshall Wace North America’s Triumph Group TGI Stock Holding History

Marshall Wace North America’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
2021 Q3	$910K	Sell	48,861 -16,033	-25%	-$299K	﹤0.01%	956
2021 Q2	$1.35M	Sell	64,894 -11,627	-15%	-$214K	0.01%	928
2021 Q1	$1.41M	Buy	76,521 +36,013	+89%	+$538K	0.01%	927
2020 Q4	$509K	Buy	+40,508	New	+$420K	﹤0.01%	1083
2019 Q4	–	Sell	-25,247	Closed	-$578K	–	1595
2019 Q3	$578K	Buy	+25,247	New	+$578K	﹤0.01%	791
2019 Q2	–	Sell	-15,393	Closed	-$294K	–	1595
2019 Q1	$294K	Buy	15,393 +8,933	+138%	+$168K	﹤0.01%	905
2018 Q4	$74K	Buy	+6,460	New	+$112K	﹤0.01%	1148
2013 Q4	–	Sell	-14,944	Closed	-$1.05M	–	831
2013 Q3	$1.05M	Sell	14,944 -115,921	-89%	-$8.94M	0.03%	337
2013 Q2	$10.4M	Buy	+130,865	New	+$10.1M	0.82%	31

Other funds holding TGI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Marshall Wace North America's TGI Position: Q3 2021 in Review

Marshall Wace North America reduced its Triumph Group (TGI) stake by 25% in Q3 2021, selling an estimated $299K and leaving 48,861 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Marshall Wace North America first reported a position in TGI in Q2 2013 and has held it in 9 quarters since. The position peaked at $10.4M in Q2 2013. 175 funds tracked by Wall St. Rank hold TGI as of Q3 2021.

Marshall Wace North America held 48,861 shares of Triumph Group worth $910K as of Q3 2021.
Marshall Wace North America sold 16,033 Triumph Group shares in Q3 2021, an estimated $299K.
Triumph Group made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #956 holding.
Marshall Wace North America first reported a position in Triumph Group in Q2 2013 and has held it in 9 quarters since.
Marshall Wace North America's Triumph Group position peaked at $10.4M in Q2 2013.
175 funds tracked by Wall St. Rank held Triumph Group as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.