LGWM
TRTN

Litman Gregory Wealth Management’s Triton International Limited TRTN Stock Holding History

Litman Gregory 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
2019
Q3 		– Sell
-2,500
Closed -$82K – 242
2019
Q2 		$82K Buy
+2,500
New +$79.1K 0.02% 69

Other funds holding TRTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Litman Gregory Wealth Management's TRTN Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of Triton International Limited (TRTN) in Q3 2019, closing a stake of 2,500 shares — an estimated $82K sold.

Litman Gregory Wealth Management first reported a position in TRTN in Q2 2019 and held it in 1 quarter. The position peaked at $82K in Q2 2019. 190 funds tracked by Wall St. Rank hold TRTN as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining Triton International Limited position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,500 Triton International Limited shares in Q3 2019, an estimated $82K.
  • Litman Gregory Wealth Management first reported a position in Triton International Limited in Q2 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Triton International Limited position peaked at $82K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.