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Sargent Bickham Lagudis’s Trustmark TRMK Stock Holding History

Sargent Bickham Lagudis’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
2022
Q3 		– Sell
-500
Closed -$15K – 1122
2022
Q2 		$15K Buy
+500
New +$14.5K ﹤0.01% 643
2020
Q1 		– Sell
-250
Closed -$9K – 916
2019
Q4 		$9K Buy
+250
New +$8.64K ﹤0.01% 630

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sargent Bickham Lagudis's TRMK Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Trustmark (TRMK) in Q3 2022, closing a stake of 500 shares — an estimated $15K sold.

Sargent Bickham Lagudis first reported a position in TRMK in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q2 2022. 209 funds tracked by Wall St. Rank hold TRMK as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining Trustmark position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 500 Trustmark shares in Q3 2022, an estimated $15K.
  • Sargent Bickham Lagudis first reported a position in Trustmark in Q4 2019 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Trustmark position peaked at $15K in Q2 2022.
  • 209 funds tracked by Wall St. Rank held Trustmark as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.