Choreo LLC’s Trustmark TRMK Stock Holding History

Choreo LLC’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
2025 Q1	–	Sell	-7,770	Closed	-$277K	–	1597
2024 Q4	$277K	Sell	7,770 -385	-5%	-$13.9K	﹤0.01%	1228
2024 Q3	$253K	Hold	8,155	–	–	﹤0.01%	1318
2024 Q2	$242K	Buy	+8,155	New	+$234K	﹤0.01%	1219

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Choreo LLC's TRMK Position: Q1 2025 in Review

Choreo LLC sold out of Trustmark (TRMK) in Q1 2025, closing a stake of 7,770 shares — an estimated $277K sold.

Choreo LLC first reported a position in TRMK in Q2 2024 and held it in 3 quarters. The position peaked at $277K in Q4 2024. 256 funds tracked by Wall St. Rank hold TRMK as of Q1 2025.

Choreo LLC reported no remaining Trustmark position as of Q1 2025 after selling out during the quarter.
Choreo LLC sold 7,770 Trustmark shares in Q1 2025, an estimated $277K.
Choreo LLC first reported a position in Trustmark in Q2 2024 and held it in 3 quarters.
Choreo LLC's Trustmark position peaked at $277K in Q4 2024.
256 funds tracked by Wall St. Rank held Trustmark as of Q1 2025.

Based on Choreo LLC's 13F filing for Q1 2025, filed 6 May 2025.