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Richard Bernstein Advisors’s Trustmark TRMK Stock Holding History

Richard Bernstein Advisors’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
-85,898
Closed -$2.77M – 317
2021
Q3 		$2.77M Buy
85,898
+7,246
+9% +$222K 0.06% 179
2021
Q2 		$2.42M Hold
78,652
– – 0.05% 186
2021
Q1 		$2.65M Hold
78,652
– – 0.06% 179
2020
Q4 		$2.15M Buy
+78,652
New +$1.97M 0.05% 200

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

Richard Bernstein Advisors's TRMK Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of Trustmark (TRMK) in Q4 2021, closing a stake of 85,898 shares — an estimated $2.77M sold.

Richard Bernstein Advisors first reported a position in TRMK in Q4 2020 and held it in 4 quarters. The position peaked at $2.77M in Q3 2021. 205 funds tracked by Wall St. Rank hold TRMK as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining Trustmark position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 85,898 Trustmark shares in Q4 2021, an estimated $2.77M.
  • Richard Bernstein Advisors first reported a position in Trustmark in Q4 2020 and held it in 4 quarters.
  • Richard Bernstein Advisors's Trustmark position peaked at $2.77M in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Trustmark as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.