Sigma Planning Corp’s Triton International Limited TRTN Stock Holding History

Sigma Planning Corp’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	-3,050	Closed	-$254K	–	1316
2023 Q2	$254K	Sell	3,050 -1,031	-25%	-$83.5K	0.01%	1002
2023 Q1	$258K	Sell	4,081 -325	-7%	-$22K	0.01%	1062
2022 Q4	$303K	Buy	4,406 +151	+4%	+$9.56K	0.01%	966
2022 Q3	$233K	Buy	+4,255	New	+$255K	0.01%	1051
2022 Q2	–	Sell	-2,930	Closed	-$206K	–	1465
2022 Q1	$206K	Buy	+2,930	New	+$189K	0.01%	1250
2021 Q3	–	Sell	-6,764	Closed	-$354K	–	1521
2021 Q2	$354K	Sell	6,764 -9,977	-60%	-$529K	0.01%	995
2021 Q1	$921K	Sell	16,741 -4,960	-23%	-$265K	0.03%	535
2020 Q4	$1.05M	Buy	21,701 +1,245	+6%	+$52.7K	0.04%	418
2020 Q3	$832K	Sell	20,456 -1,989	-9%	-$68K	0.03%	452
2020 Q2	$679K	Sell	22,445 -2,207	-9%	-$65.6K	0.03%	493
2020 Q1	$638K	Sell	24,652 -2,354	-9%	-$80.6K	0.04%	419
2019 Q4	$1.09M	Sell	27,006 -4,231	-14%	-$157K	0.05%	384
2019 Q3	$1.06M	Buy	31,237 +4,453	+17%	+$145K	0.05%	358
2019 Q2	$877K	Buy	26,784 +6,520	+32%	+$206K	0.05%	374
2019 Q1	$630K	Buy	20,264 +7,622	+60%	+$254K	0.04%	449
2018 Q4	$393K	Buy	+12,642	New	+$408K	0.03%	512

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

Sigma Planning Corp's TRTN Position: Q3 2023 in Review

Sigma Planning Corp sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 3,050 shares — an estimated $254K sold.

Sigma Planning Corp first reported a position in TRTN in Q4 2018 and held it in 16 quarters. The position peaked at $1.09M in Q4 2019. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

Sigma Planning Corp reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 3,050 Triton International Limited shares in Q3 2023, an estimated $254K.
Sigma Planning Corp first reported a position in Triton International Limited in Q4 2018 and held it in 16 quarters.
Sigma Planning Corp's Triton International Limited position peaked at $1.09M in Q4 2019.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.