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
2022
Q2 		– Sell
-1,000
Closed -$1K – 2584
2022
Q1 		$1K Buy
+1,000
New +$64.7K ﹤0.01% 2342

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.