Great Valley Advisor Group’s Triton International Limited TRTN Stock Holding History

Great Valley Advisor Group’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	-5,324	Closed	-$443K	–	738
2023 Q2	$443K	Buy	5,324 +24	+0.5%	+$1.94K	0.02%	469
2023 Q1	$335K	Hold	5,300	–	–	0.02%	513
2022 Q4	$365K	Hold	5,300	–	–	0.02%	501
2022 Q3	$290K	Hold	5,300	–	–	0.02%	541
2022 Q2	$279K	Hold	5,300	–	–	0.02%	565
2022 Q1	$372K	Sell	5,300 -7	-0.1%	-$453	0.02%	454
2021 Q4	$320K	Buy	5,307 +7	+0.1%	+$408	0.02%	476
2021 Q3	$276K	Hold	5,300	–	–	0.02%	485
2021 Q2	$277K	Hold	5,300	–	–	0.02%	467
2021 Q1	$291K	Hold	5,300	–	–	0.03%	414
2020 Q4	$257K	Hold	5,300	–	–	0.03%	404
2020 Q3	$216K	Buy	+5,300	New	+$181K	0.03%	394
2020 Q1	–	Sell	-5,300	Closed	-$213K	–	387
2019 Q4	$213K	Buy	+5,300	New	+$196K	0.05%	337

Other funds holding TRTN

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Great Valley Advisor Group's TRTN Position: Q3 2023 in Review

Great Valley Advisor Group sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 5,324 shares — an estimated $443K sold.

Great Valley Advisor Group first reported a position in TRTN in Q4 2019 and held it in 13 quarters. The position peaked at $443K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

Great Valley Advisor Group reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
Great Valley Advisor Group sold 5,324 Triton International Limited shares in Q3 2023, an estimated $443K.
Great Valley Advisor Group first reported a position in Triton International Limited in Q4 2019 and held it in 13 quarters.
Great Valley Advisor Group's Triton International Limited position peaked at $443K in Q2 2023.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Great Valley Advisor Group's 13F filing for Q3 2023, filed 7 Nov 2023.