KMWM
TRTN

Keudell/Morrison Wealth Management’s Triton International Limited TRTN Stock Holding History

Keudell/Morrison Wealth Management’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
-2,899
Closed -$241K – 190
2023
Q2 		$241K Sell
2,899
-800
-22% -$64.8K 0.07% 167
2023
Q1 		$234K Hold
3,699
– – 0.07% 167
2022
Q4 		$254K Hold
3,699
– – 0.08% 158
2022
Q3 		$202K Buy
+3,699
New +$221K 0.08% 168
2022
Q2 		– Sell
-3,700
Closed -$260K – 188
2022
Q1 		$260K Buy
+3,700
New +$239K 0.11% 154

Other funds holding TRTN

Dimensional Fund Advisors
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
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 $7.52B AUM 29.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Keudell/Morrison Wealth Management's TRTN Position: Q3 2023 in Review

Keudell/Morrison Wealth Management sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 2,899 shares — an estimated $241K sold.

Keudell/Morrison Wealth Management first reported a position in TRTN in Q1 2022 and held it in 5 quarters. The position peaked at $260K in Q1 2022. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Keudell/Morrison Wealth Management reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,899 Triton International Limited shares in Q3 2023, an estimated $241K.
  • Keudell/Morrison Wealth Management first reported a position in Triton International Limited in Q1 2022 and held it in 5 quarters.
  • Keudell/Morrison Wealth Management's Triton International Limited position peaked at $260K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.