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Catalyst Funds Management’s Trustmark TRMK Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-900
Closed -$28.6K – 1194
2024
Q3 		$28.6K Buy
900
+700
+350% +$22.5K 0.01% 996
2024
Q2 		$6.01K Buy
+200
New +$5.74K ﹤0.01% 1027

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Catalyst Funds Management's TRMK Position: Q4 2024 in Review

Catalyst Funds Management sold out of Trustmark (TRMK) in Q4 2024, closing a stake of 900 shares — an estimated $28.6K sold.

Catalyst Funds Management first reported a position in TRMK in Q2 2024 and held it in 2 quarters. The position peaked at $28.6K in Q3 2024. 243 funds tracked by Wall St. Rank hold TRMK as of Q4 2024.

  • Catalyst Funds Management reported no remaining Trustmark position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 900 Trustmark shares in Q4 2024, an estimated $28.6K.
  • Catalyst Funds Management first reported a position in Trustmark in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Trustmark position peaked at $28.6K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Trustmark as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.