Lindbrook Capital’s Trustmark TRMK Stock Holding History

Lindbrook 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
2023 Q2	–	Sell	-61	Closed	-$1.51K	–	2852
2023 Q1	$1.51K	Hold	61	–	–	﹤0.01%	2352
2022 Q4	$2.13K	Hold	61	–	–	﹤0.01%	2206
2022 Q3	$2K	Hold	61	–	–	﹤0.01%	2156
2022 Q2	$2K	Hold	61	–	–	﹤0.01%	2061
2022 Q1	$2K	Hold	61	–	–	﹤0.01%	2096
2021 Q4	$2K	Hold	61	–	–	﹤0.01%	1832
2021 Q3	$2K	Hold	61	–	–	﹤0.01%	1618
2021 Q2	$2K	Hold	61	–	–	﹤0.01%	1650
2021 Q1	$2K	Hold	61	–	–	﹤0.01%	1609
2020 Q4	$2K	Buy	61 +41	+205%	+$1.03K	﹤0.01%	1515
2020 Q3	$0	Sell	20 -68	-77%	-$1.56K	﹤0.01%	1840
2020 Q2	$2K	Sell	88 -21	-19%	-$505	﹤0.01%	1449
2020 Q1	$3K	Buy	109 +89	+445%	+$2.65K	﹤0.01%	1230
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1449
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	1394
2019 Q2	$0	Hold	20	–	–	﹤0.01%	1510
2019 Q1	$0	Hold	20	–	–	﹤0.01%	1503
2018 Q4	$0	Buy	+20	New	+$620	﹤0.01%	1435

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lindbrook Capital's TRMK Position: Q2 2023 in Review

Lindbrook Capital sold out of Trustmark (TRMK) in Q2 2023, closing a stake of 61 shares — an estimated $1.51K sold.

Lindbrook Capital first reported a position in TRMK in Q4 2018 and held it in 18 quarters. The position peaked at $3K in Q1 2020. 202 funds tracked by Wall St. Rank hold TRMK as of Q2 2023.

Lindbrook Capital reported no remaining Trustmark position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 61 Trustmark shares in Q2 2023, an estimated $1.51K.
Lindbrook Capital first reported a position in Trustmark in Q4 2018 and held it in 18 quarters.
Lindbrook Capital's Trustmark position peaked at $3K in Q1 2020.
202 funds tracked by Wall St. Rank held Trustmark as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.