DI
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Disciplined Investments’s Trustmark TRMK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-11
Closed -$232 – 1421
2023
Q2 		$232 Hold
11
– – ﹤0.01% 1466
2023
Q1 		$272 Sell
11
-7
-39% -$207 ﹤0.01% 1427
2022
Q4 		$628 Buy
18
+1
+6% +$35 ﹤0.01% 1103
2022
Q3 		$1K Buy
17
+2
+13% +$63 ﹤0.01% 1102
2022
Q2 		$0 Buy
15
+1
+7% +$29 ﹤0.01% 1625
2022
Q1 		$0 Buy
+14
New +$453 ﹤0.01% 1621

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Disciplined Investments's TRMK Position: Q3 2023 in Review

Disciplined Investments sold out of Trustmark (TRMK) in Q3 2023, closing a stake of 11 shares — an estimated $232 sold.

Disciplined Investments first reported a position in TRMK in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 209 funds tracked by Wall St. Rank hold TRMK as of Q3 2023.

  • Disciplined Investments reported no remaining Trustmark position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Trustmark shares in Q3 2023, an estimated $232.
  • Disciplined Investments first reported a position in Trustmark in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Trustmark position peaked at $1K in Q3 2022.
  • 209 funds tracked by Wall St. Rank held Trustmark as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.