Karpas Strategies’s Triton International Limited TRTN Stock Holding History

Karpas Strategies’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	-15,152	Closed	-$1.26M	–	119
2023 Q2	$1.26M	Buy	15,152 +88	+0.6%	+$7.13K	0.43%	51
2023 Q1	$952K	Sell	15,064 -38	-0.3%	-$2.58K	0.34%	61
2022 Q4	$1.04M	Buy	15,102 +108	+0.7%	+$6.83K	0.36%	56
2022 Q3	$821K	Buy	14,994 +120	+0.8%	+$7.18K	0.31%	59
2022 Q2	$783K	Buy	14,874 +130	+0.9%	+$7.86K	0.27%	65
2022 Q1	$1.03M	Buy	14,744 +94	+0.6%	+$6.08K	0.33%	61
2021 Q4	$882K	Hold	14,650	–	–	0.28%	64
2021 Q3	$916K	Hold	14,650	–	–	0.3%	60
2021 Q2	$767K	Hold	14,650	–	–	0.27%	65
2021 Q1	$806K	Hold	14,650	–	–	0.31%	60
2020 Q4	$711K	Hold	14,650	–	–	0.28%	67
2020 Q3	$596K	Hold	14,650	–	–	0.27%	65
2020 Q2	$443K	Hold	14,650	–	–	0.21%	75
2020 Q1	$379K	Hold	14,650	–	–	0.21%	75
2019 Q4	$589K	Hold	14,650	–	–	0.22%	73
2019 Q3	$496K	Hold	14,650	–	–	0.2%	77
2019 Q2	$480K	Hold	14,650	–	–	0.2%	77
2019 Q1	$456K	Hold	14,650	–	–	0.19%	77
2018 Q4	$455K	Hold	14,650	–	–	0.21%	73
2018 Q3	$487K	Hold	14,650	–	–	0.2%	75
2018 Q2	$449K	Sell	14,650 -500	-3%	-$16.5K	0.19%	79
2018 Q1	$464K	Hold	15,150	–	–	0.2%	77
2017 Q4	$567K	Hold	15,150	–	–	0.24%	74
2017 Q3	$504K	Hold	15,150	–	–	0.22%	77
2017 Q2	$507K	Hold	15,150	–	–	0.23%	77
2017 Q1	$391K	Hold	15,150	–	–	0.18%	86
2016 Q4	$239K	Sell	15,150 -1,500	-9%	-$24K	0.11%	106
2016 Q3	$220K	Buy	+16,650	New	+$252K	0.11%	111

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

Karpas Strategies's TRTN Position: Q3 2023 in Review

Karpas Strategies sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 15,152 shares — an estimated $1.26M sold.

Karpas Strategies first reported a position in TRTN in Q3 2016 and held it in 28 quarters. The position peaked at $1.26M in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

Karpas Strategies reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
Karpas Strategies sold 15,152 Triton International Limited shares in Q3 2023, an estimated $1.26M.
Karpas Strategies first reported a position in Triton International Limited in Q3 2016 and held it in 28 quarters.
Karpas Strategies's Triton International Limited position peaked at $1.26M in Q2 2023.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Karpas Strategies's 13F filing for Q3 2023, filed 9 Nov 2023.