TCM
WLFC icon

Triumph Capital Management’s Willis Lease Finance WLFC Stock Holding History

Triumph Capital Management’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14,298
Closed -$200K – 214
2021
Q2 		$200K Buy
+14,298
New +$209K 0.12% 160

Other funds holding WLFC

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triumph Capital Management's WLFC Position: Q3 2021 in Review

Triumph Capital Management sold out of Willis Lease Finance (WLFC) in Q3 2021, closing a stake of 14,298 shares — an estimated $200K sold.

Triumph Capital Management first reported a position in WLFC in Q2 2021 and held it in 1 quarter. The position peaked at $200K in Q2 2021. 41 funds tracked by Wall St. Rank hold WLFC as of Q3 2021.

  • Triumph Capital Management reported no remaining Willis Lease Finance position as of Q3 2021 after selling out during the quarter.
  • Triumph Capital Management sold 14,298 Willis Lease Finance shares in Q3 2021, an estimated $200K.
  • Triumph Capital Management first reported a position in Willis Lease Finance in Q2 2021 and held it in 1 quarter.
  • Triumph Capital Management's Willis Lease Finance position peaked at $200K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2021.

Based on Triumph Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.