VWM
TRTN

Valley Wealth Managers’s Triton International Limited TRTN Stock Holding History

Valley Wealth Managers’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
-227,858
Closed -$19M – 391
2023
Q2 		$19M Sell
227,858
-12,623
-5% -$1.02M 1.7% 21
2023
Q1 		$15.2M Buy
240,481
+4,000
+2% +$271K 1.38% 37
2022
Q4 		$16.3M Buy
+236,481
New +$15M 1.51% 32

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

Valley Wealth Managers's TRTN Position: Q3 2023 in Review

Valley Wealth Managers sold out of Triton International Limited (TRTN) in Q3 2023, closing a stake of 227,858 shares — an estimated $19M sold.

Valley Wealth Managers first reported a position in TRTN in Q4 2022 and held it in 3 quarters. The position peaked at $19M in Q2 2023. 48 funds tracked by Wall St. Rank hold TRTN as of Q3 2023.

  • Valley Wealth Managers reported no remaining Triton International Limited position as of Q3 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 227,858 Triton International Limited shares in Q3 2023, an estimated $19M.
  • Valley Wealth Managers first reported a position in Triton International Limited in Q4 2022 and held it in 3 quarters.
  • Valley Wealth Managers's Triton International Limited position peaked at $19M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Triton International Limited as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.