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Aperio Group’s Trustmark TRMK Stock Holding History

Aperio Group’s Portfolio TRMK Stock Details TRMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.78M Buy
138,556
+15,478
+13% +$388K 0.01% 954
2020
Q3 		$2.63M Sell
123,078
-43,147
-26% -$991K 0.01% 988
2020
Q2 		$4.08M Buy
166,225
+59,865
+56% +$1.44M 0.02% 798
2020
Q1 		$2.48M Sell
106,360
-29,976
-22% -$893K 0.01% 934
2019
Q4 		$4.71M Buy
136,336
+34,500
+34% +$1.19M 0.02% 755
2019
Q3 		$3.47M Sell
101,836
-29,761
-23% -$1M 0.01% 844
2019
Q2 		$4.38M Sell
131,597
-48,124
-27% -$1.63M 0.02% 757
2019
Q1 		$6.04M Buy
179,721
+68,971
+62% +$2.25M 0.03% 634
2018
Q4 		$3.15M Sell
110,750
-6,025
-5% -$187K 0.02% 806
2018
Q3 		$3.93M Sell
116,775
-6,210
-5% -$216K 0.02% 772
2018
Q2 		$4.01M Sell
122,985
-17,718
-13% -$571K 0.02% 748
2018
Q1 		$4.38M Sell
140,703
-6,016
-4% -$194K 0.02% 701
2017
Q4 		$4.67M Sell
146,719
-16,828
-10% -$556K 0.02% 661
2017
Q3 		$5.42M Sell
163,547
-7,790
-5% -$242K 0.03% 579
2017
Q2 		$5.51M Buy
171,337
+1,448
+0.9% +$46.4K 0.03% 546
2017
Q1 		$5.4M Buy
169,889
+2,789
+2% +$92.5K 0.04% 517
2016
Q4 		$5.96M Sell
167,100
-82,952
-33% -$2.61M 0.05% 445
2016
Q3 		$6.89M Sell
250,052
-3,650
-1% -$97.9K 0.05% 439
2016
Q2 		$6.3M Buy
253,702
+5,972
+2% +$144K 0.05% 440
2016
Q1 		$5.71M Buy
247,730
+158,054
+176% +$3.48M 0.05% 429
2015
Q4 		$2.07M Buy
89,676
+1,003
+1% +$24.3K 0.02% 740
2015
Q3 		$2.06M Buy
88,673
+76,278
+615% +$1.81M 0.02% 720
2015
Q2 		$310K Buy
12,395
+619
+5% +$15.1K ﹤0.01% 1615
2015
Q1 		$286K Buy
11,776
+3,116
+36% +$72.3K ﹤0.01% 1606
2014
Q4 		$213K Buy
+8,660
New +$207K ﹤0.01% 1705

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aperio Group's TRMK Position: Q4 2020 in Review

Aperio Group increased its Trustmark (TRMK) stake by 13% in Q4 2020, buying an estimated $388K and bringing the position to 138,556 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #954.

Aperio Group first reported a position in TRMK in Q4 2014 and has held it in 25 quarters since. The position peaked at $6.89M in Q3 2016. 186 funds tracked by Wall St. Rank hold TRMK as of Q4 2020.

  • Aperio Group held 138,556 shares of Trustmark worth $3.78M as of Q4 2020.
  • Aperio Group bought 15,478 Trustmark shares in Q4 2020, an estimated $388K.
  • Trustmark made up 0.01% of Aperio Group's portfolio in Q4 2020, its #954 holding.
  • Aperio Group first reported a position in Trustmark in Q4 2014 and has held it in 25 quarters since.
  • Aperio Group's Trustmark position peaked at $6.89M in Q3 2016.
  • 186 funds tracked by Wall St. Rank held Trustmark as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.