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Oberweis Asset Management’s Triumph Group TGI Stock Holding History

Oberweis Asset Management’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
Q2 		– Sell
-43,240
Closed -$292K – 176
2020
Q1 		$292K Buy
43,240
+2,100
+5% +$38.4K 0.16% 129
2019
Q4 		$1.04M Sell
41,140
-4,000
-9% -$99.3K 0.35% 68
2019
Q3 		$1.03M Sell
45,140
-2,600
-5% -$59.5K 0.23% 67
2019
Q2 		$1.09M Sell
47,740
-1,500
-3% -$32.2K 0.2% 71
2019
Q1 		$939K Sell
49,240
-6,800
-12% -$128K 0.19% 83
2018
Q4 		$644K Sell
56,040
-26,300
-32% -$457K 0.14% 113
2018
Q3 		$1.92M Buy
82,340
+8,890
+12% +$186K 0.37% 51
2018
Q2 		$1.44M Sell
73,450
-3,711
-5% -$85.9K 0.36% 65
2018
Q1 		$1.94M Buy
77,161
+14,898
+24% +$405K 0.51% 45
2017
Q4 		$1.69M Buy
62,263
+52,133
+515% +$1.56M 0.4% 57
2017
Q3 		$301K Sell
10,130
-4,870
-32% -$139K 0.08% 134
2017
Q2 		$474K Buy
+15,000
New +$418K 0.13% 110

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Oberweis Asset Management's TGI Position: Q2 2020 in Review

Oberweis Asset Management sold out of Triumph Group (TGI) in Q2 2020, closing a stake of 43,240 shares — an estimated $292K sold.

Oberweis Asset Management first reported a position in TGI in Q2 2017 and held it in 12 quarters. The position peaked at $1.94M in Q1 2018. 153 funds tracked by Wall St. Rank hold TGI as of Q2 2020.

  • Oberweis Asset Management reported no remaining Triumph Group position as of Q2 2020 after selling out during the quarter.
  • Oberweis Asset Management sold 43,240 Triumph Group shares in Q2 2020, an estimated $292K.
  • Oberweis Asset Management first reported a position in Triumph Group in Q2 2017 and held it in 12 quarters.
  • Oberweis Asset Management's Triumph Group position peaked at $1.94M in Q1 2018.
  • 153 funds tracked by Wall St. Rank held Triumph Group as of Q2 2020.

Based on Oberweis Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.