Wellington Management Group
TGI

Wellington Management Group’s Triumph Group TGI Stock Holding History

Wellington Management Group’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
2024
Q4 		– Sell
-432,396
Closed -$5.57M – 2033
2024
Q3 		$5.57M Sell
432,396
-161,356
-27% -$2.34M ﹤0.01% 1305
2024
Q2 		$9.15M Sell
593,752
-1,489,819
-72% -$21.2M ﹤0.01% 1177
2024
Q1 		$31.3M Buy
+2,083,571
New +$31M 0.01% 840
2022
Q2 		– Sell
-27,799
Closed -$703K – 2192
2022
Q1 		$703K Sell
27,799
-509,702
-95% -$11.3M ﹤0.01% 1803
2021
Q4 		$9.96M Buy
537,501
+128,151
+31% +$2.5M ﹤0.01% 1253
2021
Q3 		$7.63M Buy
409,350
+176,766
+76% +$3.29M ﹤0.01% 1371
2021
Q2 		$4.83M Buy
232,584
+212,753
+1,073% +$3.92M ﹤0.01% 1516
2021
Q1 		$364K Buy
+19,831
New +$296K ﹤0.01% 1932
2020
Q2 		– Sell
-173,915
Closed -$1.18M – 1967
2020
Q1 		$1.18M Buy
173,915
+41,576
+31% +$760K ﹤0.01% 1491
2019
Q4 		$3.35M Sell
132,339
-1,790
-1% -$44.4K ﹤0.01% 1430
2019
Q3 		$3.07M Sell
134,129
-4,838
-3% -$111K ﹤0.01% 1464
2019
Q2 		$3.18M Sell
138,967
-345,064
-71% -$7.41M ﹤0.01% 1499
2019
Q1 		$9.22M Buy
484,031
+2,793
+0.6% +$52.6K ﹤0.01% 1229
2018
Q4 		$5.53M Sell
481,238
-75,605
-14% -$1.31M ﹤0.01% 1349
2018
Q3 		$13M Buy
556,843
+532,355
+2,174% +$11.1M ﹤0.01% 1209
2018
Q2 		$480K Sell
24,488
-558,592
-96% -$12.9M ﹤0.01% 2051
2018
Q1 		$14.7M Buy
583,080
+10,482
+2% +$285K ﹤0.01% 1169
2017
Q4 		$15.6M Sell
572,598
-77,256
-12% -$2.31M ﹤0.01% 1141
2017
Q3 		$19.3M Sell
649,854
-254,618
-28% -$7.27M ﹤0.01% 1069
2017
Q2 		$28.6M Sell
904,472
-363,900
-29% -$10.1M 0.01% 905
2017
Q1 		$32.7M Sell
1,268,372
-91,150
-7% -$2.39M 0.01% 866
2016
Q4 		$36M Buy
1,359,522
+19,083
+1% +$507K 0.01% 806
2016
Q3 		$37.4M Sell
1,340,439
-25,895
-2% -$836K 0.01% 781
2016
Q2 		$48.5M Buy
1,366,334
+18,567
+1% +$672K 0.01% 689
2016
Q1 		$42.4M Buy
1,347,767
+518,753
+63% +$15.8M 0.01% 722
2015
Q4 		$33M Buy
829,014
+608,615
+276% +$24.6M 0.01% 806
2015
Q3 		$9.27M Sell
220,399
-1,803
-0.8% -$96.5K ﹤0.01% 1194
2015
Q2 		$14.7M Buy
222,202
+1,860
+0.8% +$121K ﹤0.01% 1117
2015
Q1 		$13.2M Buy
220,342
+6,942
+3% +$417K ﹤0.01% 1170
2014
Q4 		$14.3M Buy
213,400
+7,400
+4% +$486K ﹤0.01% 1137
2014
Q3 		$13.4M Buy
+206,000
New +$13.8M ﹤0.01% 1144

Other funds holding TGI

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
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Wellington Management Group's TGI Position: Q4 2024 in Review

Wellington Management Group sold out of Triumph Group (TGI) in Q4 2024, closing a stake of 432,396 shares — an estimated $5.57M sold.

Wellington Management Group first reported a position in TGI in Q3 2014 and held it in 31 quarters. The position peaked at $48.5M in Q2 2016. 185 funds tracked by Wall St. Rank hold TGI as of Q4 2024.

  • Wellington Management Group reported no remaining Triumph Group position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 432,396 Triumph Group shares in Q4 2024, an estimated $5.57M.
  • Wellington Management Group first reported a position in Triumph Group in Q3 2014 and held it in 31 quarters.
  • Wellington Management Group's Triumph Group position peaked at $48.5M in Q2 2016.
  • 185 funds tracked by Wall St. Rank held Triumph Group as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.