MOTCO’s Trustmark TRMK Stock Holding History

MOTCO’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
2021 Q4	–	Sell	-168	Closed	-$5K	–	606
2021 Q3	$5K	Hold	168	–	–	﹤0.01%	550
2021 Q2	$5K	Hold	168	–	–	﹤0.01%	555
2021 Q1	$6K	Hold	168	–	–	﹤0.01%	510
2020 Q4	$5K	Buy	+168	New	+$4.21K	﹤0.01%	591

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MOTCO's TRMK Position: Q4 2021 in Review

MOTCO sold out of Trustmark (TRMK) in Q4 2021, closing a stake of 168 shares — an estimated $5K sold.

MOTCO first reported a position in TRMK in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 205 funds tracked by Wall St. Rank hold TRMK as of Q4 2021.

MOTCO reported no remaining Trustmark position as of Q4 2021 after selling out during the quarter.
MOTCO sold 168 Trustmark shares in Q4 2021, an estimated $5K.
MOTCO first reported a position in Trustmark in Q4 2020 and held it in 4 quarters.
MOTCO's Trustmark position peaked at $6K in Q1 2021.
205 funds tracked by Wall St. Rank held Trustmark as of Q4 2021.

Based on MOTCO's 13F filing for Q4 2021, filed 8 Feb 2022.