SummerHaven Investment Management’s Trustmark TRMK Stock Holding History

SummerHaven 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
2023 Q3	–	Sell	-21,220	Closed	-$448K	–	264
2023 Q2	$448K	Sell	21,220 -5,075	-19%	-$114K	0.29%	173
2023 Q1	$649K	Buy	26,295 +645	+3%	+$19.1K	0.38%	155
2022 Q4	$895K	Buy	25,650 +310	+1%	+$10.8K	0.53%	63
2022 Q3	$776K	Sell	25,340 -2,833	-10%	-$89.8K	0.54%	62
2022 Q2	$822K	Hold	28,173	–	–	0.55%	79
2022 Q1	$856K	Buy	28,173 +1,222	+5%	+$39.6K	0.48%	108
2021 Q4	$875K	Hold	26,951	–	–	0.47%	115
2021 Q3	$868K	Buy	+26,951	New	+$827K	0.51%	82

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SummerHaven Investment Management's TRMK Position: Q3 2023 in Review

SummerHaven Investment Management sold out of Trustmark (TRMK) in Q3 2023, closing a stake of 21,220 shares — an estimated $448K sold.

SummerHaven Investment Management first reported a position in TRMK in Q3 2021 and held it in 8 quarters. The position peaked at $895K in Q4 2022. 209 funds tracked by Wall St. Rank hold TRMK as of Q3 2023.

SummerHaven Investment Management reported no remaining Trustmark position as of Q3 2023 after selling out during the quarter.
SummerHaven Investment Management sold 21,220 Trustmark shares in Q3 2023, an estimated $448K.
SummerHaven Investment Management first reported a position in Trustmark in Q3 2021 and held it in 8 quarters.
SummerHaven Investment Management's Trustmark position peaked at $895K in Q4 2022.
209 funds tracked by Wall St. Rank held Trustmark as of Q3 2023.

Based on SummerHaven Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.