SWM
TRTN

Sendero Wealth Management’s Triton International Limited TRTN Stock Holding History

Sendero 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
2023
Q3 		– Sell
-3,960
Closed -$330K – 159
2023
Q2 		$330K Buy
3,960
+634
+19% +$51.4K 0.07% 129
2023
Q1 		$210K Buy
+3,326
New +$226K 0.06% 99

Other funds holding TRTN

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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

Sendero Wealth Management's TRTN Position: Q3 2023 in Review

Sendero Wealth Management sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 3,960 shares — an estimated $330K sold.

Sendero Wealth Management first reported a position in TRTN in Q1 2023 and held it in 2 quarters. The position peaked at $330K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Sendero Wealth Management reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Sendero Wealth Management sold 3,960 Triton International Limited shares in Q3 2023, an estimated $330K.
  • Sendero Wealth Management first reported a position in Triton International Limited in Q1 2023 and held it in 2 quarters.
  • Sendero Wealth Management's Triton International Limited position peaked at $330K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Sendero Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.