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Thoroughbred Financial Services’s Trustmark TRMK Stock Holding History

Thoroughbred Financial Services’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
2024
Q1 		– Sell
-23,644
Closed -$659K – 596
2023
Q4 		$659K Sell
23,644
-4,181
-15% -$96.9K 0.05% 317
2023
Q3 		$604K Sell
27,825
-42,150
-60% -$979K 0.06% 295
2023
Q2 		$1.48M Buy
+69,975
New +$1.58M 0.19% 117

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thoroughbred Financial Services's TRMK Position: Q1 2024 in Review

Thoroughbred Financial Services sold out of Trustmark (TRMK) in Q1 2024, closing a stake of 23,644 shares — an estimated $659K sold.

Thoroughbred Financial Services first reported a position in TRMK in Q2 2023 and held it in 3 quarters. The position peaked at $1.48M in Q2 2023. 211 funds tracked by Wall St. Rank hold TRMK as of Q1 2024.

  • Thoroughbred Financial Services reported no remaining Trustmark position as of Q1 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 23,644 Trustmark shares in Q1 2024, an estimated $659K.
  • Thoroughbred Financial Services first reported a position in Trustmark in Q2 2023 and held it in 3 quarters.
  • Thoroughbred Financial Services's Trustmark position peaked at $1.48M in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Trustmark as of Q1 2024.

Based on Thoroughbred Financial Services's 13F filing for Q1 2024, filed 7 May 2024.