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BHZ Capital Management’s Trustmark TRMK Stock Holding History

BHZ Capital Management’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
2022
Q2 		– Sell
-7,205
Closed -$219K – 137
2022
Q1 		$219K Hold
7,205
– – 0.07% 131
2021
Q4 		$234K Buy
+7,205
New +$236K 0.08% 123
2021
Q2 		– Sell
-6,316
Closed -$213K – 137
2021
Q1 		$213K Buy
+6,316
New +$197K 0.07% 130

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BHZ Capital Management's TRMK Position: Q2 2022 in Review

BHZ Capital Management sold out of Trustmark (TRMK) in Q2 2022, closing a stake of 7,205 shares — an estimated $219K sold.

BHZ Capital Management first reported a position in TRMK in Q1 2021 and held it in 3 quarters. The position peaked at $234K in Q4 2021. 205 funds tracked by Wall St. Rank hold TRMK as of Q2 2022.

  • BHZ Capital Management reported no remaining Trustmark position as of Q2 2022 after selling out during the quarter.
  • BHZ Capital Management sold 7,205 Trustmark shares in Q2 2022, an estimated $219K.
  • BHZ Capital Management first reported a position in Trustmark in Q1 2021 and held it in 3 quarters.
  • BHZ Capital Management's Trustmark position peaked at $234K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Trustmark as of Q2 2022.

Based on BHZ Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.