First Manhattan’s Tricon Residential Inc. TCN Stock Holding History

First Manhattan’s Portfolio TCN Stock Details TCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-165,110	Closed	-$1.5M	–	1513
2023 Q4	$1.5M	Sell	165,110 -43,000	-21%	-$330K	0.01%	327
2023 Q3	$1.54M	Buy	208,110 +7,800	+4%	+$67.2K	0.01%	338
2023 Q2	$1.76M	Sell	200,310 -2,500	-1%	-$20.4K	0.01%	318
2023 Q1	$1.57M	Buy	202,810 +41,815	+26%	+$344K	0.01%	353
2022 Q4	$1.24M	Sell	160,995 -30,750	-16%	-$257K	﹤0.01%	388
2022 Q3	$1.66M	Hold	191,745	–	–	0.01%	342
2022 Q2	$1.94M	Sell	191,745 -1,900	-1%	-$24.4K	0.01%	335
2022 Q1	$3.08M	Sell	193,645 -5,200	-3%	-$79.3K	0.01%	308
2021 Q4	$3.04M	Buy	+198,845	New	+$2.83M	0.01%	295

Other funds holding TCN

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Manhattan's TCN Position: Q1 2024 in Review

First Manhattan sold out of Tricon Residential Inc. (TCN) in Q1 2024, closing a stake of 165,110 shares — an estimated $1.5M sold.

First Manhattan first reported a position in TCN in Q4 2021 and held it in 9 quarters. The position peaked at $3.08M in Q1 2022. 166 funds tracked by Wall St. Rank hold TCN as of Q1 2024.

First Manhattan reported no remaining Tricon Residential Inc. position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 165,110 Tricon Residential Inc. shares in Q1 2024, an estimated $1.5M.
First Manhattan first reported a position in Tricon Residential Inc. in Q4 2021 and held it in 9 quarters.
First Manhattan's Tricon Residential Inc. position peaked at $3.08M in Q1 2022.
166 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.