WHG
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Westwood Holdings Group’s Trustmark TRMK Stock Holding History

Westwood Holdings Group’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
2022
Q2 		– Sell
-1,010,157
Closed -$30.7M – 489
2022
Q1 		$30.7M Sell
1,010,157
-30,633
-3% -$992K 0.28% 123
2021
Q4 		$33.8M Buy
1,040,790
+234,145
+29% +$7.66M 0.3% 110
2021
Q3 		$26M Sell
806,645
-61,301
-7% -$1.88M 0.28% 119
2021
Q2 		$26.7M Buy
867,946
+88,060
+11% +$2.91M 0.27% 124
2021
Q1 		$26.3M Buy
779,886
+63,630
+9% +$1.99M 0.26% 126
2020
Q4 		$19.6M Buy
716,256
+35,349
+5% +$886K 0.23% 138
2020
Q3 		$14.6M Buy
680,907
+227,774
+50% +$5.23M 0.18% 164
2020
Q2 		$11.1M Buy
+453,133
New +$10.9M 0.15% 189

Other funds holding TRMK

BlackRock
BlackRock New York $5.7T 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return