SFS
TGI

Sowell Financial Services’s Triumph Group TGI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,058
Closed -$17K – 2492
2021
Q1 		$17K Sell
1,058
-1,175
-53% -$17.6K ﹤0.01% 2123
2020
Q4 		$28K Buy
2,233
+1,175
+111% +$12.2K ﹤0.01% 1605
2020
Q3 		$7K Hold
1,058
– – ﹤0.01% 1912
2020
Q2 		$10K Buy
+1,058
New +$7.83K ﹤0.01% 1705

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sowell Financial Services's TGI Position: Q2 2021 in Review

Sowell Financial Services sold out of Triumph Group (TGI) in Q2 2021, closing a stake of 1,058 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in TGI in Q2 2020 and held it in 4 quarters. The position peaked at $28K in Q4 2020. 169 funds tracked by Wall St. Rank hold TGI as of Q2 2021.

  • Sowell Financial Services reported no remaining Triumph Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,058 Triumph Group shares in Q2 2021, an estimated $17K.
  • Sowell Financial Services first reported a position in Triumph Group in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Triumph Group position peaked at $28K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Triumph Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.