Trustmark National Bank Trust Department’s Block Inc XYZ Stock Holding History

Trustmark National Bank Trust Department’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-99	Closed	-$7K	–	566
2019 Q2	$7K	Hold	99	–	–	﹤0.01%	474
2019 Q1	$7K	Sell	99 -100	-50%	-$7.25K	﹤0.01%	488
2018 Q4	$11K	Hold	199	–	–	﹤0.01%	456
2018 Q3	$20K	Buy	+199	New	+$15.3K	﹤0.01%	433

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trustmark National Bank Trust Department's XYZ Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of Block Inc (XYZ) in Q3 2019, closing a stake of 99 shares — an estimated $7K sold.

Trustmark National Bank Trust Department first reported a position in XYZ in Q3 2018 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 697 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining Block Inc position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 99 Block Inc shares in Q3 2019, an estimated $7K.
Trustmark National Bank Trust Department first reported a position in Block Inc in Q3 2018 and held it in 4 quarters.
Trustmark National Bank Trust Department's Block Inc position peaked at $20K in Q3 2018.
697 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.