LPL Financial
TRTN

LPL Financial’s Triton International Limited TRTN Stock Holding History

LPL Financial’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
-20,387
Closed -$1.7M – 4828
2023
Q2 		$1.7M Sell
20,387
-9,151
-31% -$741K ﹤0.01% 2390
2023
Q1 		$1.87M Buy
29,538
+4,320
+17% +$293K ﹤0.01% 2200
2022
Q4 		$1.73M Sell
25,218
-2,070
-8% -$131K ﹤0.01% 2175
2022
Q3 		$1.49M Sell
27,288
-21,442
-44% -$1.28M ﹤0.01% 2211
2022
Q2 		$2.57M Sell
48,730
-10,685
-18% -$646K ﹤0.01% 1835
2022
Q1 		$4.17M Buy
59,415
+8,067
+16% +$522K ﹤0.01% 1556
2021
Q4 		$3.09M Buy
51,348
+5,405
+12% +$315K ﹤0.01% 1764
2021
Q3 		$2.39M Buy
45,943
+3,173
+7% +$165K ﹤0.01% 1916
2021
Q2 		$2.24M Sell
42,770
-4,984
-10% -$264K ﹤0.01% 1885
2021
Q1 		$2.63M Buy
47,754
+2,876
+6% +$154K ﹤0.01% 1648
2020
Q4 		$2.18M Buy
44,878
+12,417
+38% +$525K ﹤0.01% 1626
2020
Q3 		$1.32M Buy
32,461
+9,429
+41% +$322K ﹤0.01% 1722
2020
Q2 		$696K Sell
23,032
-13,989
-38% -$416K ﹤0.01% 2115
2020
Q1 		$958K Sell
37,021
-8,974
-20% -$307K ﹤0.01% 1640
2019
Q4 		$1.85M Sell
45,995
-829
-2% -$30.7K ﹤0.01% 1409
2019
Q3 		$1.58M Sell
46,824
-578
-1% -$18.9K ﹤0.01% 1413
2019
Q2 		$1.55M Buy
47,402
+792
+2% +$25.1K ﹤0.01% 1400
2019
Q1 		$1.45M Sell
46,610
-4,506
-9% -$150K ﹤0.01% 1394
2018
Q4 		$1.59M Sell
51,116
-676
-1% -$21.8K ﹤0.01% 1205
2018
Q3 		$1.72M Buy
51,792
+4,906
+10% +$173K ﹤0.01% 1280
2018
Q2 		$1.44M Buy
46,886
+7,823
+20% +$259K ﹤0.01% 1371
2018
Q1 		$1.2M Sell
39,063
-7,307
-16% -$245K ﹤0.01% 1476
2017
Q4 		$1.74M Sell
46,370
-1,470
-3% -$56.5K 0.01% 1152
2017
Q3 		$1.59M Buy
47,840
+1,958
+4% +$67.4K 0.01% 1121
2017
Q2 		$1.53M Buy
45,882
+26,280
+134% +$776K 0.01% 1104
2017
Q1 		$502K Sell
19,602
-3,608
-16% -$83.8K ﹤0.01% 1796
2016
Q4 		$397K Sell
23,210
-812
-3% -$13K ﹤0.01% 1938
2016
Q3 		$332K Buy
+24,022
New +$363K ﹤0.01% 2047

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

LPL Financial's TRTN Position: Q3 2023 in Review

LPL Financial sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 20,387 shares — an estimated $1.7M sold.

LPL Financial first reported a position in TRTN in Q3 2016 and held it in 28 quarters. The position peaked at $4.17M in Q1 2022. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • LPL Financial reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 20,387 Triton International Limited shares in Q3 2023, an estimated $1.7M.
  • LPL Financial first reported a position in Triton International Limited in Q3 2016 and held it in 28 quarters.
  • LPL Financial's Triton International Limited position peaked at $4.17M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.