JMPWA
TRTN

JP Morgan Private Wealth Advisors’s Triton International Limited TRTN Stock Holding History

JP Morgan Private Wealth Advisors’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
-4,670
Closed -$389K – 1806
2023
Q2 		$389K Sell
4,670
-2,695
-37% -$218K ﹤0.01% 1131
2023
Q1 		$466K Sell
7,365
-3,418
-32% -$232K ﹤0.01% 1506
2022
Q4 		$742K Buy
10,783
+3,474
+48% +$220K ﹤0.01% 1288
2022
Q3 		$400K Sell
7,309
-83,498
-92% -$5M ﹤0.01% 1544
2022
Q2 		$4.78M Sell
90,807
-131,676
-59% -$7.97M 0.01% 575
2022
Q1 		$15.6M Buy
222,483
+4,896
+2% +$317K 0.03% 357
2021
Q4 		$13.1M Buy
217,587
+23,676
+12% +$1.38M 0.03% 387
2021
Q3 		$10.1M Buy
193,911
+84,847
+78% +$4.41M 0.02% 421
2021
Q2 		$5.71M Buy
109,064
+30,712
+39% +$1.63M 0.01% 557
2021
Q1 		$4.31M Buy
+78,352
New +$4.19M 0.01% 550
2020
Q1 		– Sell
-9,357
Closed -$376K – 1561
2019
Q4 		$376K Sell
9,357
-1,000
-10% -$37K ﹤0.01% 1150
2019
Q3 		$350K Hold
10,357
– – ﹤0.01% 1132
2019
Q2 		$339K Sell
10,357
-190
-2% -$6.01K ﹤0.01% 1104
2019
Q1 		$328K Sell
10,547
-10,500
-50% -$349K ﹤0.01% 1172
2018
Q4 		$654K Buy
21,047
+546
+3% +$17.6K ﹤0.01% 874
2018
Q3 		$682K Sell
20,501
-620
-3% -$21.9K ﹤0.01% 961
2018
Q2 		$647K Hold
21,121
– – ﹤0.01% 918
2018
Q1 		$646K Buy
+21,121
New +$707K ﹤0.01% 787

Other funds holding TRTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $8.83B AUM 38.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TRTN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 4,670 shares — an estimated $389K sold.

JP Morgan Private Wealth Advisors first reported a position in TRTN in Q1 2018 and held it in 18 quarters. The position peaked at $15.6M in Q1 2022. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,670 Triton International Limited shares in Q3 2023, an estimated $389K.
  • JP Morgan Private Wealth Advisors first reported a position in Triton International Limited in Q1 2018 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Triton International Limited position peaked at $15.6M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.