Next Financial Group’s Triton International Limited TRTN Stock Holding History

Next Financial Group’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
2021 Q4	$11K	Buy	177 +41	+30%	+$2.39K	﹤0.01%	2165
2021 Q3	$7K	Buy	136 +32	+31%	+$1.66K	﹤0.01%	2174
2021 Q2	$5K	Hold	104	–	–	﹤0.01%	2224
2021 Q1	$6K	Hold	104	–	–	﹤0.01%	2066
2020 Q4	$5K	Buy	104 +28	+37%	+$1.18K	﹤0.01%	2012
2020 Q3	$3K	Buy	+76	New	+$2.6K	﹤0.01%	1998
2020 Q2	–	Sell	-76	Closed	-$2K	–	2011
2020 Q1	$2K	Sell	76 -69	-48%	-$2.36K	﹤0.01%	1965
2019 Q4	$6K	Hold	145	–	–	﹤0.01%	1941
2019 Q3	$5K	Sell	145 -14	-9%	-$457	﹤0.01%	1928
2019 Q2	$5K	Sell	159 -11,270	-99%	-$357K	﹤0.01%	1918
2019 Q1	$355K	Buy	+11,429	New	+$380K	0.09%	212

Other funds holding TRTN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GIG

Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's TRTN Position: Q4 2021 in Review

Next Financial Group increased its Triton International Limited (TRTN) stake by 30% in Q4 2021, buying an estimated $2.39K and bringing the position to 177 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Next Financial Group first reported a position in TRTN in Q1 2019 and has held it in 11 quarters since. The position peaked at $355K in Q1 2019. 293 funds tracked by Wall St. Rank hold TRTN as of Q4 2021.

Next Financial Group held 177 shares of Triton International Limited worth $11K as of Q4 2021.
Next Financial Group bought 41 Triton International Limited shares in Q4 2021, an estimated $2.39K.
Triton International Limited made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2165 holding.
Next Financial Group first reported a position in Triton International Limited in Q1 2019 and has held it in 11 quarters since.
Next Financial Group's Triton International Limited position peaked at $355K in Q1 2019.
293 funds tracked by Wall St. Rank held Triton International Limited as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.