ST
TGI

Sageworth Trust’s Triumph Group TGI Stock Holding History

Sageworth Trust’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
2022
Q4 		– Sell
-49
Closed – – 482
2022
Q3 		$0 Hold
49
– – ﹤0.01% 397
2022
Q2 		$1K Hold
49
– – ﹤0.01% 385
2022
Q1 		$1K Hold
49
– – ﹤0.01% 345
2021
Q4 		$1K Sell
49
-166
-77% -$3.24K ﹤0.01% 766
2021
Q3 		$4K Hold
215
– – ﹤0.01% 739
2021
Q2 		$4K Buy
+215
New +$3.96K ﹤0.01% 777

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sageworth Trust's TGI Position: Q4 2022 in Review

Sageworth Trust sold out of Triumph Group (TGI) in Q4 2022, closing a stake of 49 shares.

Sageworth Trust first reported a position in TGI in Q2 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 177 funds tracked by Wall St. Rank hold TGI as of Q4 2022.

  • Sageworth Trust reported no remaining Triumph Group position as of Q4 2022 after selling out during the quarter.
  • Sageworth Trust sold 49 Triumph Group shares in Q4 2022.
  • Sageworth Trust first reported a position in Triumph Group in Q2 2021 and held it in 6 quarters.
  • Sageworth Trust's Triumph Group position peaked at $4K in Q3 2021.
  • 177 funds tracked by Wall St. Rank held Triumph Group as of Q4 2022.

Based on Sageworth Trust's 13F filing for Q4 2022, filed 25 Jan 2023.