ORI
TGI

Oak Ridge Investments’s Triumph Group TGI Stock Holding History

Oak Ridge Investments’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
2014
Q1 		– Sell
-798,854
Closed -$60.8M – 144
2013
Q4 		$60.8M Buy
798,854
+16,730
+2% +$1.21M 1.59% 19
2013
Q3 		$54.9M Sell
782,124
-1,139
-0.1% -$87.8K 1.52% 22
2013
Q2 		$62M Buy
+783,263
New +$60.7M 1.94% 14

Other funds holding TGI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oak Ridge Investments's TGI Position: Q1 2014 in Review

Oak Ridge Investments sold out of Triumph Group (TGI) in Q1 2014, closing a stake of 798,854 shares — an estimated $60.8M sold.

Oak Ridge Investments first reported a position in TGI in Q2 2013 and held it in 3 quarters. The position peaked at $62M in Q2 2013. 260 funds tracked by Wall St. Rank hold TGI as of Q1 2014.

  • Oak Ridge Investments reported no remaining Triumph Group position as of Q1 2014 after selling out during the quarter.
  • Oak Ridge Investments sold 798,854 Triumph Group shares in Q1 2014, an estimated $60.8M.
  • Oak Ridge Investments first reported a position in Triumph Group in Q2 2013 and held it in 3 quarters.
  • Oak Ridge Investments's Triumph Group position peaked at $62M in Q2 2013.
  • 260 funds tracked by Wall St. Rank held Triumph Group as of Q1 2014.

Based on Oak Ridge Investments's 13F filing for Q1 2014, filed 5 May 2014.