Claris Advisors’s Trustmark TRMK Stock Holding History

Claris Advisors’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	-4	Closed	-$127	–	1062
2024 Q3	$127	Buy	+4	New	+$129	﹤0.01%	1091

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Claris Advisors's TRMK Position: Q4 2024 in Review

Claris Advisors sold out of Trustmark (TRMK) in Q4 2024, closing a stake of 4 shares — an estimated $127 sold.

Claris Advisors first reported a position in TRMK in Q3 2024 and held it in 1 quarter. The position peaked at $127 in Q3 2024. 243 funds tracked by Wall St. Rank hold TRMK as of Q4 2024.

Claris Advisors reported no remaining Trustmark position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Trustmark shares in Q4 2024, an estimated $127.
Claris Advisors first reported a position in Trustmark in Q3 2024 and held it in 1 quarter.
Claris Advisors's Trustmark position peaked at $127 in Q3 2024.
243 funds tracked by Wall St. Rank held Trustmark as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.