Principal Financial Group
TRTN

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

Principal 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
2023
Q3 		– Sell
-5,899
Closed -$491K – 2482
2023
Q2 		$491K Sell
5,899
-747
-11% -$60.5K ﹤0.01% 1961
2023
Q1 		$420K Sell
6,646
-66,606
-91% -$4.52M ﹤0.01% 2014
2022
Q4 		$5.04M Sell
73,252
-25,952
-26% -$1.64M ﹤0.01% 1529
2022
Q3 		$5.43M Sell
99,204
-21,565
-18% -$1.29M ﹤0.01% 1469
2022
Q2 		$6.36M Sell
120,769
-29,262
-20% -$1.77M ﹤0.01% 1467
2022
Q1 		$10.5M Sell
150,031
-24,098
-14% -$1.56M 0.01% 1344
2021
Q4 		$10.5M Sell
174,129
-46,970
-21% -$2.74M 0.01% 1369
2021
Q3 		$11.5M Buy
221,099
+13,439
+6% +$698K 0.01% 1329
2021
Q2 		$10.9M Sell
207,660
-578,335
-74% -$30.6M 0.01% 1385
2021
Q1 		$43.2M Buy
785,995
+40,090
+5% +$2.14M 0.03% 475
2020
Q4 		$36.2M Buy
745,905
+699,838
+1,519% +$29.6M 0.03% 491
2020
Q3 		$1.87M Buy
46,067
+22,514
+96% +$770K ﹤0.01% 1751
2020
Q2 		$712K Sell
23,553
-6,602
-22% -$196K ﹤0.01% 1891
2020
Q1 		$780K Buy
30,155
+126
+0.4% +$4.31K ﹤0.01% 1778
2019
Q4 		$1.21M Sell
30,029
-14,053
-32% -$520K ﹤0.01% 1806
2019
Q3 		$1.49M Buy
44,082
+4,033
+10% +$132K ﹤0.01% 1766
2019
Q2 		$1.31M Buy
40,049
+12,763
+47% +$404K ﹤0.01% 1797
2019
Q1 		$849K Sell
27,286
-6,557
-19% -$218K ﹤0.01% 1852
2018
Q4 		$1.05M Buy
33,843
+16,113
+91% +$520K ﹤0.01% 1807
2018
Q3 		$590K Sell
17,730
-7,492
-30% -$264K ﹤0.01% 1936
2018
Q2 		$774K Sell
25,222
-4,228
-14% -$140K ﹤0.01% 1888
2018
Q1 		$901K Sell
29,450
-4,038
-12% -$135K ﹤0.01% 1844
2017
Q4 		$1.25M Buy
33,488
+26,969
+414% +$1.04M ﹤0.01% 1816
2017
Q3 		$217K Sell
6,519
-936
-13% -$32.2K ﹤0.01% 2097
2017
Q2 		$249K Buy
+7,455
New +$220K ﹤0.01% 2093

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

Principal Financial Group's TRTN Position: Q3 2023 in Review

Principal Financial Group sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 5,899 shares — an estimated $491K sold.

Principal Financial Group first reported a position in TRTN in Q2 2017 and held it in 25 quarters. The position peaked at $43.2M in Q1 2021. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Principal Financial Group reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 5,899 Triton International Limited shares in Q3 2023, an estimated $491K.
  • Principal Financial Group first reported a position in Triton International Limited in Q2 2017 and held it in 25 quarters.
  • Principal Financial Group's Triton International Limited position peaked at $43.2M in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.