Meritage Portfolio Management’s Triton International Limited TRTN Stock Holding History

Meritage Portfolio 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	-30,703	Closed	-$2.56M	–	354
2023 Q2	$2.56M	Sell	30,703 -1,871	-6%	-$152K	0.18%	161
2023 Q1	$2.06M	Sell	32,574 -32,093	-50%	-$2.18M	0.15%	163
2022 Q4	$4.45M	Buy	64,667 +2,384	+4%	+$151K	0.35%	104
2022 Q3	$3.41M	Sell	62,283 -9,873	-14%	-$591K	0.28%	111
2022 Q2	$3.8M	Buy	72,156 +1,146	+2%	+$69.3K	0.29%	112
2022 Q1	$4.98M	Buy	71,010 +1,107	+2%	+$71.6K	0.31%	103
2021 Q4	$4.21M	Buy	69,903 +15,412	+28%	+$898K	0.24%	114
2021 Q3	$2.84M	Sell	54,491 -156	-0.3%	-$8.11K	0.17%	135
2021 Q2	$2.86M	Buy	+54,647	New	+$2.9M	0.17%	150

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

Meritage Portfolio Management's TRTN Position: Q3 2023 in Review

Meritage Portfolio Management sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 30,703 shares — an estimated $2.56M sold.

Meritage Portfolio Management first reported a position in TRTN in Q2 2021 and held it in 9 quarters. The position peaked at $4.98M in Q1 2022. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

Meritage Portfolio Management reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
Meritage Portfolio Management sold 30,703 Triton International Limited shares in Q3 2023, an estimated $2.56M.
Meritage Portfolio Management first reported a position in Triton International Limited in Q2 2021 and held it in 9 quarters.
Meritage Portfolio Management's Triton International Limited position peaked at $4.98M in Q1 2022.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Meritage Portfolio Management's 13F filing for Q3 2023, filed 30 Oct 2023.