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Watershed Asset Management’s Trustmark TRMK Stock Holding History

Watershed Asset 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
Q4 		$286K Buy
+10,274
New +$238K 0.33% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Watershed Asset Management's TRMK Position: Q4 2023 in Review

Watershed Asset Management opened a new position in Trustmark (TRMK) in Q4 2023: 10,274 shares worth $286K. The stake represents 0.33% of the portfolio and ranks #76 among its holdings.

200 funds tracked by Wall St. Rank hold TRMK as of Q4 2023.

  • Watershed Asset Management held 10,274 shares of Trustmark worth $286K as of Q4 2023.
  • Trustmark was a new Watershed Asset Management position in Q4 2023.
  • Trustmark made up 0.33% of Watershed Asset Management's portfolio in Q4 2023, its #76 holding.
  • 200 funds tracked by Wall St. Rank held Trustmark as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.