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Sullivan, Bruyette, Speros & Blaney’s Trustmark TRMK Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2020
Q1 		– Sell
-4,000
Closed -$138K – 344
2019
Q4 		$138K Hold
4,000
– – 0.01% 299
2019
Q3 		$136K Buy
+4,000
New +$135K 0.01% 290

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's TRMK Position: Q1 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Trustmark (TRMK) in Q1 2020, closing a stake of 4,000 shares — an estimated $138K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in TRMK in Q3 2019 and held it in 2 quarters. The position peaked at $138K in Q4 2019. 174 funds tracked by Wall St. Rank hold TRMK as of Q1 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Trustmark position as of Q1 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 4,000 Trustmark shares in Q1 2020, an estimated $138K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Trustmark in Q3 2019 and held it in 2 quarters.
  • Sullivan, Bruyette, Speros & Blaney's Trustmark position peaked at $138K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Trustmark as of Q1 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2020, filed 5 May 2020.