MIFH
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Migdal Insurance & Financial Holdings’s Trustmark TRMK Stock Holding History

Migdal Insurance & Financial Holdings’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
2019
Q4 		– Sell
-522
Closed -$18K – 793
2019
Q3 		$18K Sell
522
-249
-32% -$8.39K ﹤0.01% 666
2019
Q2 		$26K Sell
771
-290
-27% -$9.8K ﹤0.01% 657
2019
Q1 		$36K Sell
1,061
-274
-21% -$8.96K ﹤0.01% 593
2018
Q4 		$38K Sell
1,335
-696
-34% -$21.6K ﹤0.01% 557
2018
Q3 		$68K Buy
2,031
+195
+11% +$6.79K ﹤0.01% 642
2018
Q2 		$60K Buy
1,836
+1,000
+120% +$32.2K ﹤0.01% 599
2018
Q1 		$26K Buy
836
+320
+62% +$10.3K ﹤0.01% 526
2017
Q4 		$16K Sell
516
-204
-28% -$6.74K ﹤0.01% 524
2017
Q3 		$54K Buy
+720
New +$22.4K ﹤0.01% 437

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Migdal Insurance & Financial Holdings's TRMK Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Trustmark (TRMK) in Q4 2019, closing a stake of 522 shares — an estimated $18K sold.

Migdal Insurance & Financial Holdings first reported a position in TRMK in Q3 2017 and held it in 9 quarters. The position peaked at $68K in Q3 2018. 212 funds tracked by Wall St. Rank hold TRMK as of Q4 2019.

  • Migdal Insurance & Financial Holdings reported no remaining Trustmark position as of Q4 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 522 Trustmark shares in Q4 2019, an estimated $18K.
  • Migdal Insurance & Financial Holdings first reported a position in Trustmark in Q3 2017 and held it in 9 quarters.
  • Migdal Insurance & Financial Holdings's Trustmark position peaked at $68K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Trustmark as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.