YP
TGI

Yellowstone Partners’s Triumph Group TGI Stock Holding History

Yellowstone Partners’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
2015
Q2 		– Sell
-57,880
Closed -$3.46M – 228
2015
Q1 		$3.46M Sell
57,880
-2,969
-5% -$178K 1.74% 18
2014
Q4 		$4.09M Buy
60,849
+66
+0.1% +$4.34K 2.2% 14
2014
Q3 		$3.95M Buy
60,783
+9,764
+19% +$654K 2.24% 15
2014
Q2 		$3.56M Buy
+51,019
New +$3.44M 2.08% 16

Other funds holding TGI

AIM
Atlantic Investment Management New York $192M AUM 37.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Yellowstone Partners's TGI Position: Q2 2015 in Review

Yellowstone Partners sold out of Triumph Group (TGI) in Q2 2015, closing a stake of 57,880 shares — an estimated $3.46M sold.

Yellowstone Partners first reported a position in TGI in Q2 2014 and held it in 4 quarters. The position peaked at $4.09M in Q4 2014. 270 funds tracked by Wall St. Rank hold TGI as of Q2 2015.

  • Yellowstone Partners reported no remaining Triumph Group position as of Q2 2015 after selling out during the quarter.
  • Yellowstone Partners sold 57,880 Triumph Group shares in Q2 2015, an estimated $3.46M.
  • Yellowstone Partners first reported a position in Triumph Group in Q2 2014 and held it in 4 quarters.
  • Yellowstone Partners's Triumph Group position peaked at $4.09M in Q4 2014.
  • 270 funds tracked by Wall St. Rank held Triumph Group as of Q2 2015.

Based on Yellowstone Partners's 13F filing for Q2 2015, filed 17 Aug 2016.