MAP
TFIN icon

Moody Aldrich Partners’s Triumph Financial Inc TFIN Stock Holding History

Moody Aldrich Partners’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-70,014
Closed -$4.38M – 172
2022
Q2 		$4.38M Sell
70,014
-10,477
-13% -$742K 0.86% 51
2022
Q1 		$7.57M Buy
80,491
+8,551
+12% +$842K 1.06% 35
2021
Q4 		$8.57M Sell
71,940
-13,294
-16% -$1.59M 1.19% 26
2021
Q3 		$8.53M Buy
85,234
+12,084
+17% +$968K 1.08% 35
2021
Q2 		$5.43M Sell
73,150
-23,939
-25% -$2.04M 0.76% 62
2021
Q1 		$7.51M Sell
97,089
-40,488
-29% -$2.82M 1.08% 32
2020
Q4 		$6.68M Sell
137,577
-75,841
-36% -$3.41M 1.08% 32
2020
Q3 		$6.65M Buy
213,418
+6,281
+3% +$172K 1.39% 18
2020
Q2 		$5.03M Buy
207,137
+29,540
+17% +$724K 1.07% 36
2020
Q1 		$4.62M Sell
177,597
-23,424
-12% -$811K 1.39% 25
2019
Q4 		$7.64M Buy
201,021
+20,393
+11% +$704K 1.57% 11
2019
Q3 		$5.76M Sell
180,628
-2,106
-1% -$63.5K 1.53% 20
2019
Q2 		$5.31M Buy
182,734
+4,788
+3% +$143K 1.36% 27
2019
Q1 		$5.23M Buy
177,946
+23,836
+15% +$744K 1.47% 18
2018
Q4 		$4.58M Sell
154,110
-8,640
-5% -$305K 1.5% 24
2018
Q3 		$6.22M Buy
162,750
+26,060
+19% +$1.08M 1.79% 9
2018
Q2 		$5.57M Buy
136,690
+72,913
+114% +$2.95M 1.98% 7
2018
Q1 		$2.63M Buy
+63,777
New +$2.5M 1.69% 16

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Moody Aldrich Partners's TFIN Position: Q3 2022 in Review

Moody Aldrich Partners sold out of Triumph Financial Inc (TFIN) in Q3 2022, closing a stake of 70,014 shares — an estimated $4.38M sold.

Moody Aldrich Partners first reported a position in TFIN in Q1 2018 and held it in 18 quarters. The position peaked at $8.57M in Q4 2021. 176 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

  • Moody Aldrich Partners reported no remaining Triumph Financial Inc position as of Q3 2022 after selling out during the quarter.
  • Moody Aldrich Partners sold 70,014 Triumph Financial Inc shares in Q3 2022, an estimated $4.38M.
  • Moody Aldrich Partners first reported a position in Triumph Financial Inc in Q1 2018 and held it in 18 quarters.
  • Moody Aldrich Partners's Triumph Financial Inc position peaked at $8.57M in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on Moody Aldrich Partners's 13F filing for Q3 2022, filed 18 Oct 2022.