Buckingham Strategic Wealth
TRN icon

Buckingham Strategic Wealth’s Trinity Industries TRN Stock Holding History

Buckingham Strategic Wealth’s Portfolio TRN Stock Details TRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,531
Closed -$225K – 577
2020
Q3 		$225K Buy
+11,531
New +$235K 0.02% 435
2020
Q2 		– Sell
-60,036
Closed -$965K – 476
2020
Q1 		$965K Buy
+60,036
New +$1.2M 0.09% 166

Other funds holding TRN

ValueAct Holdings
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Cooperman Leon G
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Buckingham Strategic Wealth's TRN Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Trinity Industries (TRN) in Q4 2020, closing a stake of 11,531 shares — an estimated $225K sold.

Buckingham Strategic Wealth first reported a position in TRN in Q1 2020 and held it in 2 quarters. The position peaked at $965K in Q1 2020. 276 funds tracked by Wall St. Rank hold TRN as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Trinity Industries position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,531 Trinity Industries shares in Q4 2020, an estimated $225K.
  • Buckingham Strategic Wealth first reported a position in Trinity Industries in Q1 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Trinity Industries position peaked at $965K in Q1 2020.
  • 276 funds tracked by Wall St. Rank held Trinity Industries as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.