KCM
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Kennedy Capital Management’s Trustmark TRMK Stock Holding History

Kennedy Capital Management’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
-6,768
Closed -$215K – 739
2024
Q3 		$215K Sell
6,768
-144,356
-96% -$4.64M ﹤0.01% 672
2024
Q2 		$4.54M Buy
151,124
+58,495
+63% +$1.68M 0.1% 343
2024
Q1 		$2.6M Buy
+92,629
New +$2.5M 0.05% 473
2014
Q4 		– Sell
-10,080
Closed -$232K – 784
2014
Q3 		$232K Buy
+10,080
New +$239K ﹤0.01% 753
2013
Q4 		– Sell
-98,809
Closed -$2.53M – 794
2013
Q3 		$2.53M Sell
98,809
-10,103
-9% -$264K 0.05% 501
2013
Q2 		$2.68M Buy
+108,912
New +$2.68M 0.05% 481

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kennedy Capital Management's TRMK Position: Q4 2024 in Review

Kennedy Capital Management sold out of Trustmark (TRMK) in Q4 2024, closing a stake of 6,768 shares — an estimated $215K sold.

Kennedy Capital Management first reported a position in TRMK in Q2 2013 and held it in 6 quarters. The position peaked at $4.54M in Q2 2024. 243 funds tracked by Wall St. Rank hold TRMK as of Q4 2024.

  • Kennedy Capital Management reported no remaining Trustmark position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 6,768 Trustmark shares in Q4 2024, an estimated $215K.
  • Kennedy Capital Management first reported a position in Trustmark in Q2 2013 and held it in 6 quarters.
  • Kennedy Capital Management's Trustmark position peaked at $4.54M in Q2 2024.
  • 243 funds tracked by Wall St. Rank held Trustmark as of Q4 2024.

Based on Kennedy Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.