SPIA
TRTN

Steward Partners Investment Advisory’s Triton International Limited TRTN Stock Holding History

Steward Partners Investment Advisory’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
-300
Closed -$25K – 3466
2023
Q2 		$25K Sell
300
-4,000
-93% -$324K ﹤0.01% 2181
2023
Q1 		$272K Sell
4,300
-400
-9% -$27.1K ﹤0.01% 1151
2022
Q4 		$323K Buy
4,700
+200
+4% +$12.7K 0.01% 1055
2022
Q3 		$246K Sell
4,500
-100
-2% -$5.99K ﹤0.01% 1119
2022
Q2 		$242K Sell
4,600
-1,200
-21% -$72.6K ﹤0.01% 1132
2022
Q1 		$407K Buy
5,800
+50
+0.9% +$3.23K 0.01% 1004
2021
Q4 		$346K Sell
5,750
-1,200
-17% -$69.9K 0.01% 1081
2021
Q3 		$362K Buy
6,950
+2,900
+72% +$151K 0.01% 1029
2021
Q2 		$212K Sell
4,050
-900
-18% -$47.7K ﹤0.01% 1499
2021
Q1 		$272K Buy
4,950
+2,100
+74% +$112K ﹤0.01% 1144
2020
Q4 		$138K Sell
2,850
-900
-24% -$38.1K ﹤0.01% 1229
2020
Q3 		$153K Sell
3,750
-500
-12% -$17.1K ﹤0.01% 1056
2020
Q2 		$129K Hold
4,250
– – ﹤0.01% 1042
2020
Q1 		$109K Hold
4,250
– – ﹤0.01% 973
2019
Q4 		$170K Buy
4,250
+550
+15% +$20.4K 0.01% 935
2019
Q3 		$125K Hold
3,700
– – ﹤0.01% 1005
2019
Q2 		$121K Buy
+3,700
New +$117K ﹤0.01% 980
2018
Q4 		– Sell
-300
Closed -$10K – 2312
2018
Q3 		$10K Hold
300
– – ﹤0.01% 1896
2018
Q2 		$9K Hold
300
– – ﹤0.01% 1794
2018
Q1 		$9K Buy
+300
New +$10K ﹤0.01% 1623

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 $178B AUM 37.23% 1-Year Est. Return

Steward Partners Investment Advisory's TRTN Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 300 shares — an estimated $25K sold.

Steward Partners Investment Advisory first reported a position in TRTN in Q1 2018 and held it in 20 quarters. The position peaked at $407K in Q1 2022. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 300 Triton International Limited shares in Q3 2023, an estimated $25K.
  • Steward Partners Investment Advisory first reported a position in Triton International Limited in Q1 2018 and held it in 20 quarters.
  • Steward Partners Investment Advisory's Triton International Limited position peaked at $407K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.