Ray Dalio’s Triumph Group TGI Stock Holding History

Ray Dalio’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	-12,000	Closed	-$913K	–	383
2013 Q4	$913K	Sell	12,000 -15,300	-56%	-$1.11M	0.01%	231
2013 Q3	$1.92M	Buy	+27,300	New	+$2.1M	0.02%	165

Other funds holding TGI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ray Dalio's TGI Position: Q1 2014 in Review

Ray Dalio sold out of Triumph Group (TGI) in Q1 2014, closing a stake of 12,000 shares — an estimated $913K sold.

Ray Dalio first reported a position in TGI in Q3 2013 and held it in 2 quarters. The position peaked at $1.92M in Q3 2013. 260 funds tracked by Wall St. Rank hold TGI as of Q1 2014.

Ray Dalio reported no remaining Triumph Group position as of Q1 2014 after selling out during the quarter.
Ray Dalio sold 12,000 Triumph Group shares in Q1 2014, an estimated $913K.
Ray Dalio first reported a position in Triumph Group in Q3 2013 and held it in 2 quarters.
Ray Dalio's Triumph Group position peaked at $1.92M in Q3 2013.
260 funds tracked by Wall St. Rank held Triumph Group as of Q1 2014.

Based on Bridgewater Associates's 13F filing for Q1 2014, filed 14 May 2014.