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Lee, Danner & Bass’s First Horizon FHN Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-2,474
Closed -$49.8K – 379
2024
Q4 		$49.8K Buy
+2,474
New +$46.5K ﹤0.01% 351
2016
Q1 		– Sell
-10,474
Closed -$152K – 162
2015
Q4 		$152K Hold
10,474
– – 0.02% 159
2015
Q3 		$149K Hold
10,474
– – 0.02% 161
2015
Q2 		$164K Hold
10,474
– – 0.02% 162
2015
Q1 		$150K Hold
10,474
– – 0.02% 159
2014
Q4 		$142K Hold
10,474
– – 0.02% 157
2014
Q3 		$129K Hold
10,474
– – 0.02% 158
2014
Q2 		$124K Hold
10,474
– – 0.02% 156
2014
Q1 		$129K Sell
10,474
-3,199
-23% -$38.1K 0.02% 149
2013
Q4 		$159K Buy
+13,673
New +$153K 0.02% 147

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lee, Danner & Bass's FHN Position: Q1 2025 in Review

Lee, Danner & Bass sold out of First Horizon (FHN) in Q1 2025, closing a stake of 2,474 shares — an estimated $49.8K sold.

Lee, Danner & Bass first reported a position in FHN in Q4 2013 and held it in 10 quarters. The position peaked at $164K in Q2 2015. 553 funds tracked by Wall St. Rank hold FHN as of Q1 2025.

  • Lee, Danner & Bass reported no remaining First Horizon position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 2,474 First Horizon shares in Q1 2025, an estimated $49.8K.
  • Lee, Danner & Bass first reported a position in First Horizon in Q4 2013 and held it in 10 quarters.
  • Lee, Danner & Bass's First Horizon position peaked at $164K in Q2 2015.
  • 553 funds tracked by Wall St. Rank held First Horizon as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.