JG
TCN

Joel Greenblatt’s Tricon Residential Inc. TCN Stock Holding History

Joel Greenblatt’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
2023
Q3 		– Sell
-34,387
Closed -$303K – 1425
2023
Q2 		$303K Sell
34,387
-691
-2% -$5.65K 0.01% 1118
2023
Q1 		$272K Buy
35,078
+20,262
+137% +$167K 0.01% 1158
2022
Q4 		$114K Buy
+14,816
New +$124K ﹤0.01% 1170

Other funds holding TCN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joel Greenblatt's TCN Position: Q3 2023 in Review

Joel Greenblatt sold out of Tricon Residential Inc. (TCN) in Q3 2023, closing a stake of 34,387 shares — an estimated $303K sold.

Joel Greenblatt first reported a position in TCN in Q4 2022 and held it in 3 quarters. The position peaked at $303K in Q2 2023. 139 funds tracked by Wall St. Rank hold TCN as of Q3 2023.

  • Joel Greenblatt reported no remaining Tricon Residential Inc. position as of Q3 2023 after selling out during the quarter.
  • Joel Greenblatt sold 34,387 Tricon Residential Inc. shares in Q3 2023, an estimated $303K.
  • Joel Greenblatt first reported a position in Tricon Residential Inc. in Q4 2022 and held it in 3 quarters.
  • Joel Greenblatt's Tricon Residential Inc. position peaked at $303K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q3 2023.

Based on Gotham Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.