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Triumph Capital Management’s Popular Inc BPOP Stock Holding History

Triumph Capital Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,607
Closed -$220K – 223
2023
Q2 		$220K Sell
3,607
-1,330
-27% -$78.4K 0.1% 194
2023
Q1 		$286K Buy
+4,937
New +$322K 0.15% 139

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Triumph Capital Management's BPOP Position: Q3 2023 in Review

Triumph Capital Management sold out of Popular Inc (BPOP) in Q3 2023, closing a stake of 3,607 shares — an estimated $220K sold.

Triumph Capital Management first reported a position in BPOP in Q1 2023 and held it in 2 quarters. The position peaked at $286K in Q1 2023. 269 funds tracked by Wall St. Rank hold BPOP as of Q3 2023.

  • Triumph Capital Management reported no remaining Popular Inc position as of Q3 2023 after selling out during the quarter.
  • Triumph Capital Management sold 3,607 Popular Inc shares in Q3 2023, an estimated $220K.
  • Triumph Capital Management first reported a position in Popular Inc in Q1 2023 and held it in 2 quarters.
  • Triumph Capital Management's Popular Inc position peaked at $286K in Q1 2023.
  • 269 funds tracked by Wall St. Rank held Popular Inc as of Q3 2023.

Based on Triumph Capital Management's 13F filing for Q3 2023, filed 31 Oct 2023.