Susquehanna Fundamental Investments’s Triumph Group TGI Stock Holding History

Susquehanna Fundamental 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
2023 Q4	–	Sell	-14,573	Closed	-$112K	–	308
2023 Q3	$112K	Buy	+14,573	New	+$143K	0.01%	345
2022 Q4	–	Sell	-106,306	Closed	-$913K	–	1477
2022 Q3	$913K	Buy	+106,306	New	+$1.39M	0.02%	832
2022 Q1	$1.84M	Buy	+72,789	New	+$1.62M	0.04%	619
2021 Q4	–	Sell	-55,095	Closed	-$1.03M	–	1755
2021 Q3	$1.03M	Sell	55,095 -30,360	-36%	-$566K	0.02%	848
2021 Q2	$1.77M	Sell	85,455 -105,336	-55%	-$1.94M	0.03%	640
2021 Q1	$3.51M	Sell	190,791 -10,426	-5%	-$156K	0.06%	452
2020 Q4	$2.53M	Buy	201,217 +39,095	+24%	+$406K	0.05%	549
2020 Q3	$1.05M	Buy	162,122 +36,360	+29%	+$270K	0.03%	625
2020 Q2	$1.13M	Buy	125,762 +87,300	+227%	+$646K	0.05%	419
2020 Q1	$260K	Buy	+38,462	New	+$703K	0.05%	239

Other funds holding TGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

VOMP

Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna Fundamental Investments's TGI Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Triumph Group (TGI) in Q4 2023, closing a stake of 14,573 shares — an estimated $112K sold.

Susquehanna Fundamental Investments first reported a position in TGI in Q1 2020 and held it in 10 quarters. The position peaked at $3.51M in Q1 2021. 181 funds tracked by Wall St. Rank hold TGI as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining Triumph Group position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 14,573 Triumph Group shares in Q4 2023, an estimated $112K.
Susquehanna Fundamental Investments first reported a position in Triumph Group in Q1 2020 and held it in 10 quarters.
Susquehanna Fundamental Investments's Triumph Group position peaked at $3.51M in Q1 2021.
181 funds tracked by Wall St. Rank held Triumph Group as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.