Ellevest Inc’s Trustmark TRMK Stock Holding History

Ellevest Inc’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
2020 Q4	–	Sell	-37	Closed	-$1K	–	1356
2020 Q3	$1K	Buy	+37	New	+$850	﹤0.01%	1068
2020 Q2	–	Sell	-24	Closed	-$1K	–	1334
2020 Q1	$1K	Sell	24 -59	-71%	-$1.76K	﹤0.01%	987
2019 Q4	$3K	Buy	+83	New	+$2.87K	﹤0.01%	655

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ellevest Inc's TRMK Position: Q4 2020 in Review

Ellevest Inc sold out of Trustmark (TRMK) in Q4 2020, closing a stake of 37 shares — an estimated $1K sold.

Ellevest Inc first reported a position in TRMK in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 186 funds tracked by Wall St. Rank hold TRMK as of Q4 2020.

Ellevest Inc reported no remaining Trustmark position as of Q4 2020 after selling out during the quarter.
Ellevest Inc sold 37 Trustmark shares in Q4 2020, an estimated $1K.
Ellevest Inc first reported a position in Trustmark in Q4 2019 and held it in 3 quarters.
Ellevest Inc's Trustmark position peaked at $3K in Q4 2019.
186 funds tracked by Wall St. Rank held Trustmark as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.