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Ergoteles’s Trustmark TRMK Stock Holding History

Ergoteles’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
Q1 		– Sell
-24,800
Closed -$866K – 1758
2022
Q4 		$866K Buy
+24,800
New +$866K 0.03% 507
2022
Q2 		– Sell
-20,800
Closed -$632K – 2007
2022
Q1 		$632K Buy
+20,800
New +$674K 0.02% 584
2021
Q3 		– Sell
-6,800
Closed -$209K – 1670
2021
Q2 		$209K Buy
+6,800
New +$225K ﹤0.01% 1252
2021
Q1 		– Sell
-10,785
Closed -$295K – 1058
2020
Q4 		$295K Buy
+10,785
New +$270K 0.01% 532

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ergoteles's TRMK Position: Q1 2023 in Review

Ergoteles sold out of Trustmark (TRMK) in Q1 2023, closing a stake of 24,800 shares — an estimated $866K sold.

Ergoteles first reported a position in TRMK in Q4 2020 and held it in 4 quarters. The position peaked at $866K in Q4 2022. 205 funds tracked by Wall St. Rank hold TRMK as of Q1 2023.

  • Ergoteles reported no remaining Trustmark position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 24,800 Trustmark shares in Q1 2023, an estimated $866K.
  • Ergoteles first reported a position in Trustmark in Q4 2020 and held it in 4 quarters.
  • Ergoteles's Trustmark position peaked at $866K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Trustmark as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.