NYLIM
TRMK icon

New York Life Investment Management’s Trustmark TRMK Stock Holding History

New York Life Investment Management’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
2024
Q2 		– Sell
-13,086
Closed -$368K – 1290
2024
Q1 		$368K Buy
+13,086
New +$353K ﹤0.01% 1032
2023
Q1 		– Sell
-18,667
Closed -$652K – 1393
2022
Q4 		$652K Buy
18,667
+2,003
+12% +$70K 0.01% 718
2022
Q3 		$510K Buy
16,664
+1,319
+9% +$41.8K 0.01% 725
2022
Q2 		$448K Buy
+15,345
New +$444K 0.01% 795

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Investment Management's TRMK Position: Q2 2024 in Review

New York Life Investment Management sold out of Trustmark (TRMK) in Q2 2024, closing a stake of 13,086 shares — an estimated $368K sold.

New York Life Investment Management first reported a position in TRMK in Q2 2022 and held it in 4 quarters. The position peaked at $652K in Q4 2022. 223 funds tracked by Wall St. Rank hold TRMK as of Q2 2024.

  • New York Life Investment Management reported no remaining Trustmark position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 13,086 Trustmark shares in Q2 2024, an estimated $368K.
  • New York Life Investment Management first reported a position in Trustmark in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Trustmark position peaked at $652K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Trustmark as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.