Garde Capital’s Trustmark TRMK Stock Holding History

Garde Capital’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	-12,958	Closed	-$277K	–	257
2020 Q3	$277K	Hold	12,958	–	–	0.04%	134
2020 Q2	$318K	Hold	12,958	–	–	0.05%	116
2020 Q1	$302K	Hold	12,958	–	–	0.05%	106
2019 Q4	$447K	Hold	12,958	–	–	0.06%	97
2019 Q3	$442K	Hold	12,958	–	–	0.07%	94
2019 Q2	$431K	Hold	12,958	–	–	0.07%	95
2019 Q1	$436K	Hold	12,958	–	–	0.08%	90
2018 Q4	$368K	Hold	12,958	–	–	0.07%	132
2018 Q3	$406K	Hold	12,958	–	–	0.07%	132
2018 Q2	$423K	Hold	12,958	–	–	0.07%	122
2018 Q1	$404K	Buy	+12,958	New	+$417K	0.07%	122

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Garde Capital's TRMK Position: Q4 2020 in Review

Garde Capital sold out of Trustmark (TRMK) in Q4 2020, closing a stake of 12,958 shares — an estimated $277K sold.

Garde Capital first reported a position in TRMK in Q1 2018 and held it in 11 quarters. The position peaked at $447K in Q4 2019. 186 funds tracked by Wall St. Rank hold TRMK as of Q4 2020.

Garde Capital reported no remaining Trustmark position as of Q4 2020 after selling out during the quarter.
Garde Capital sold 12,958 Trustmark shares in Q4 2020, an estimated $277K.
Garde Capital first reported a position in Trustmark in Q1 2018 and held it in 11 quarters.
Garde Capital's Trustmark position peaked at $447K in Q4 2019.
186 funds tracked by Wall St. Rank held Trustmark as of Q4 2020.

Based on Garde Capital's 13F filing for Q4 2020, filed 26 Feb 2021.