Next Financial Group’s Triumph Group TGI Stock Holding History

Next Financial Group’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 Q4	–	Sell	-505	Closed	-$9K	–	2975
2021 Q3	$9K	Hold	505	–	–	﹤0.01%	2075
2021 Q2	$10K	Hold	505	–	–	﹤0.01%	2000
2021 Q1	$9K	Hold	505	–	–	﹤0.01%	1926
2020 Q4	$6K	Hold	505	–	–	﹤0.01%	1948
2020 Q3	$3K	Buy	+505	New	+$3.75K	﹤0.01%	1989
2020 Q2	–	Sell	-505	Closed	-$3K	–	1772
2020 Q1	$3K	Sell	505 -1,923	-79%	-$35.1K	﹤0.01%	1866
2019 Q4	$61K	Buy	2,428 +1,923	+381%	+$47.7K	0.01%	1114
2019 Q3	$12K	Hold	505	–	–	﹤0.01%	1653
2019 Q2	$12K	Buy	+505	New	+$10.8K	﹤0.01%	1636
2019 Q1	–	Sell	-505	Closed	-$6K	–	2091
2018 Q4	$6K	Buy	+505	New	+$8.78K	﹤0.01%	1516
2017 Q3	–	Sell	-505	Closed	-$16K	–	1949
2017 Q2	$16K	Buy	+505	New	+$14.1K	﹤0.01%	1165
2015 Q4	–	Sell	-50	Closed	-$2K	–	1940
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	1641
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	1617
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	1714
2014 Q4	$3K	Hold	50	–	–	﹤0.01%	1663
2014 Q3	$3K	Buy	+50	New	+$3.35K	﹤0.01%	2242

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Next Financial Group's TGI Position: Q4 2021 in Review

Next Financial Group sold out of Triumph Group (TGI) in Q4 2021, closing a stake of 505 shares — an estimated $9K sold.

Next Financial Group first reported a position in TGI in Q3 2014 and held it in 16 quarters. The position peaked at $61K in Q4 2019. 177 funds tracked by Wall St. Rank hold TGI as of Q4 2021.

Next Financial Group reported no remaining Triumph Group position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 505 Triumph Group shares in Q4 2021, an estimated $9K.
Next Financial Group first reported a position in Triumph Group in Q3 2014 and held it in 16 quarters.
Next Financial Group's Triumph Group position peaked at $61K in Q4 2019.
177 funds tracked by Wall St. Rank held Triumph Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.