Psagot Value Holdings’s Trustmark TRMK Stock Holding History

Psagot Value 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
2023 Q4	–	Sell	-228	Closed	-$5K	–	604
2023 Q3	$5K	Buy	+228	New	+$5.3K	﹤0.01%	403
2023 Q2	–	Sell	-121	Closed	-$3K	–	627
2023 Q1	$3K	Buy	+121	New	+$3.58K	﹤0.01%	390

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Psagot Value Holdings's TRMK Position: Q4 2023 in Review

Psagot Value Holdings sold out of Trustmark (TRMK) in Q4 2023, closing a stake of 228 shares — an estimated $5K sold.

Psagot Value Holdings first reported a position in TRMK in Q1 2023 and held it in 2 quarters. The position peaked at $5K in Q3 2023. 200 funds tracked by Wall St. Rank hold TRMK as of Q4 2023.

Psagot Value Holdings reported no remaining Trustmark position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 228 Trustmark shares in Q4 2023, an estimated $5K.
Psagot Value Holdings first reported a position in Trustmark in Q1 2023 and held it in 2 quarters.
Psagot Value Holdings's Trustmark position peaked at $5K in Q3 2023.
200 funds tracked by Wall St. Rank held Trustmark as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.