Lee, Danner & Bass’s Trustmark TRMK Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-101	Closed	-$3.57K	–	661
2024 Q4	$3.57K	Buy	+101	New	+$3.65K	﹤0.01%	627

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lee, Danner & Bass's TRMK Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Trustmark (TRMK) in Q1 2025, closing a stake of 101 shares — an estimated $3.57K sold.

Lee, Danner & Bass first reported a position in TRMK in Q4 2024 and held it in 1 quarter. The position peaked at $3.57K in Q4 2024. 256 funds tracked by Wall St. Rank hold TRMK as of Q1 2025.

Lee, Danner & Bass reported no remaining Trustmark position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 101 Trustmark shares in Q1 2025, an estimated $3.57K.
Lee, Danner & Bass first reported a position in Trustmark in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Trustmark position peaked at $3.57K in Q4 2024.
256 funds tracked by Wall St. Rank held Trustmark as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.