Kozak & Associates’s TORM TRMD Stock Holding History

Kozak & Associates’s Portfolio TRMD Stock Details TRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,078	Closed	-$18.7K	–	494
2025 Q2	$18.7K	Buy	+1,078	New	+$18K	﹤0.01%	196
2025 Q1	–	Sell	-250	Closed	-$5.03K	–	469
2024 Q4	$5.03K	Hold	250	–	–	﹤0.01%	292
2024 Q3	$7.53K	Hold	250	–	–	﹤0.01%	253
2024 Q2	$9.78K	Sell	250 -550	-69%	-$19.7K	﹤0.01%	230
2024 Q1	$30.3K	Hold	800	–	–	0.01%	152
2023 Q4	$25.8K	Hold	800	–	–	0.01%	171
2023 Q3	$21.5K	Buy	+800	New	+$20.3K	0.01%	189

Other funds holding TRMD

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kozak & Associates's TRMD Position: Q3 2025 in Review

Kozak & Associates sold out of TORM (TRMD) in Q3 2025, closing a stake of 1,078 shares — an estimated $18.7K sold.

Kozak & Associates first reported a position in TRMD in Q3 2023 and held it in 7 quarters. The position peaked at $30.3K in Q1 2024. 102 funds tracked by Wall St. Rank hold TRMD as of Q3 2025.

Kozak & Associates reported no remaining TORM position as of Q3 2025 after selling out during the quarter.
Kozak & Associates sold 1,078 TORM shares in Q3 2025, an estimated $18.7K.
Kozak & Associates first reported a position in TORM in Q3 2023 and held it in 7 quarters.
Kozak & Associates's TORM position peaked at $30.3K in Q1 2024.
102 funds tracked by Wall St. Rank held TORM as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.