KA
TRMD icon

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 – 540
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 $5.91B AUM 42.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return