Summit Trail Advisors’s Triton International Limited TRTN Stock Holding History

Summit Trail Advisors’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	-6,954	Closed	-$579K	–	583
2023 Q2	$579K	Buy	6,954 +24	+0.3%	+$1.94K	0.02%	238
2023 Q1	$438K	Buy	6,930 +1,780	+35%	+$121K	0.02%	239
2022 Q4	$354K	Hold	5,150	–	–	0.02%	251
2022 Q3	$282K	Sell	5,150 -37	-0.7%	-$2.21K	0.02%	268
2022 Q2	$273K	Buy	5,187 +37	+0.7%	+$2.24K	0.02%	292
2022 Q1	$361K	Buy	+5,150	New	+$333K	0.03%	212
2018 Q1	–	Sell	-81	Closed	-$3K	–	1790
2017 Q4	$3K	Buy	+81	New	+$3.12K	﹤0.01%	1580

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

Summit Trail Advisors's TRTN Position: Q3 2023 in Review

Summit Trail Advisors sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 6,954 shares — an estimated $579K sold.

Summit Trail Advisors first reported a position in TRTN in Q4 2017 and held it in 7 quarters. The position peaked at $579K in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

Summit Trail Advisors reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
Summit Trail Advisors sold 6,954 Triton International Limited shares in Q3 2023, an estimated $579K.
Summit Trail Advisors first reported a position in Triton International Limited in Q4 2017 and held it in 7 quarters.
Summit Trail Advisors's Triton International Limited position peaked at $579K in Q2 2023.
48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Summit Trail Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.