Creative Planning
TRTN

Creative Planning’s Triton International Limited TRTN Stock Holding History

Creative Planning’s Portfolio TRTN Stock Details TRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,022
Closed -$501K – 3077
2023
Q2 		$501K Buy
6,022
+944
+19% +$76.5K ﹤0.01% 1550
2023
Q1 		$321K Sell
5,078
-1,071
-17% -$72.7K ﹤0.01% 1761
2022
Q4 		$423K Buy
6,149
+1,596
+35% +$101K ﹤0.01% 1516
2022
Q3 		$249K Buy
4,553
+73
+2% +$4.37K ﹤0.01% 1767
2022
Q2 		$236K Buy
4,480
+47
+1% +$2.84K ﹤0.01% 1778
2022
Q1 		$311K Buy
+4,433
New +$287K ﹤0.01% 1620
2021
Q3 		– Sell
-4,826
Closed -$253K – 2245
2021
Q2 		$253K Sell
4,826
-80
-2% -$4.24K ﹤0.01% 1657
2021
Q1 		$270K Buy
4,906
+520
+12% +$27.8K ﹤0.01% 1857
2020
Q4 		$213K Buy
+4,386
New +$186K ﹤0.01% 1855
2017
Q3 		– Sell
-1,809
Closed -$60K – 3928
2017
Q2 		$60K Buy
1,809
+1,570
+657% +$46.4K ﹤0.01% 2382
2017
Q1 		$6K Sell
239
-1,200
-83% -$27.9K ﹤0.01% 3901
2016
Q4 		$23K Buy
1,439
+1,200
+502% +$19.2K ﹤0.01% 2992
2016
Q3 		$3K Buy
+239
New +$3.61K ﹤0.01% 4148

Other funds holding TRTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PCC
Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Creative Planning's TRTN Position: Q3 2023 in Review

Creative Planning sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 6,022 shares — an estimated $501K sold.

Creative Planning first reported a position in TRTN in Q3 2016 and held it in 13 quarters. The position peaked at $501K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Creative Planning reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 6,022 Triton International Limited shares in Q3 2023, an estimated $501K.
  • Creative Planning first reported a position in Triton International Limited in Q3 2016 and held it in 13 quarters.
  • Creative Planning's Triton International Limited position peaked at $501K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.