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VELA Investment Management’s Trustmark TRMK Stock Holding History

VELA 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
2024
Q4 		– Sell
-28,395
Closed -$904K – 174
2024
Q3 		$904K Sell
28,395
-1,142
-4% -$36.7K 0.28% 111
2024
Q2 		$887K Sell
29,537
-5,500
-16% -$158K 0.28% 113
2024
Q1 		$985K Hold
35,037
– – 0.33% 102
2023
Q4 		$977K Buy
35,037
+2,789
+9% +$64.7K 0.37% 90
2023
Q3 		$701K Buy
+32,248
New +$749K 0.31% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

VELA Investment Management's TRMK Position: Q4 2024 in Review

VELA Investment Management sold out of Trustmark (TRMK) in Q4 2024, closing a stake of 28,395 shares — an estimated $904K sold.

VELA Investment Management first reported a position in TRMK in Q3 2023 and held it in 5 quarters. The position peaked at $985K in Q1 2024. 243 funds tracked by Wall St. Rank hold TRMK as of Q4 2024.

  • VELA Investment Management reported no remaining Trustmark position as of Q4 2024 after selling out during the quarter.
  • VELA Investment Management sold 28,395 Trustmark shares in Q4 2024, an estimated $904K.
  • VELA Investment Management first reported a position in Trustmark in Q3 2023 and held it in 5 quarters.
  • VELA Investment Management's Trustmark position peaked at $985K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Trustmark as of Q4 2024.

Based on VELA Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.