HEIP
FHN icon

Hudson Edge Investment Partners’s First Horizon FHN Stock Holding History

Hudson Edge Investment Partners’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-39,309
Closed -$665K – 140
2021
Q1 		$665K Sell
39,309
-8,463
-18% -$134K 0.22% 90
2020
Q4 		$610K Sell
47,772
-15,659
-25% -$183K 0.22% 90
2020
Q3 		$598K Buy
+63,431
New +$596K 0.24% 78
2016
Q3 		– Sell
-15,776
Closed -$217K – 161
2016
Q2 		$217K Sell
15,776
-323,882
-95% -$4.49M 0.03% 156
2016
Q1 		$4.45M Buy
339,658
+5,710
+2% +$72.8K 0.44% 73
2015
Q4 		$4.85M Sell
333,948
-25,733
-7% -$373K 0.47% 59
2015
Q3 		$5.1M Buy
359,681
+6,222
+2% +$94.1K 0.27% 57
2015
Q2 		$5.54M Sell
353,459
-5,610
-2% -$82.9K 0.23% 60
2015
Q1 		$5.13M Sell
359,069
-221,803
-38% -$3.06M 0.21% 68
2014
Q4 		$7.89M Sell
580,872
-2,420
-0.4% -$30.7K 0.29% 73
2014
Q3 		$7.16M Sell
583,292
-4,300
-0.7% -$51.6K 0.26% 77
2014
Q2 		$6.97M Buy
587,592
+4,240
+0.7% +$49.6K 0.25% 81
2014
Q1 		$7.2M Sell
583,352
-4,050
-0.7% -$48.3K 0.27% 76
2013
Q4 		$6.84M Sell
587,402
-27,387
-4% -$306K 0.26% 77
2013
Q3 		$6.76M Sell
614,789
-15,350
-2% -$181K 0.28% 78
2013
Q2 		$7.06M Buy
+630,139
New +$6.81M 0.28% 65

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Hudson Edge Investment Partners's FHN Position: Q2 2021 in Review

Hudson Edge Investment Partners sold out of First Horizon (FHN) in Q2 2021, closing a stake of 39,309 shares — an estimated $665K sold.

Hudson Edge Investment Partners first reported a position in FHN in Q2 2013 and held it in 16 quarters. The position peaked at $7.89M in Q4 2014. 500 funds tracked by Wall St. Rank hold FHN as of Q2 2021.

  • Hudson Edge Investment Partners reported no remaining First Horizon position as of Q2 2021 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 39,309 First Horizon shares in Q2 2021, an estimated $665K.
  • Hudson Edge Investment Partners first reported a position in First Horizon in Q2 2013 and held it in 16 quarters.
  • Hudson Edge Investment Partners's First Horizon position peaked at $7.89M in Q4 2014.
  • 500 funds tracked by Wall St. Rank held First Horizon as of Q2 2021.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2021, filed 30 Jul 2021.