Marathon Capital Management’s First Horizon FHN Stock Holding History

Marathon Capital Management’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
2022 Q4	–	Sell	-200,463	Closed	-$4.59M	–	147
2022 Q3	$4.59M	Sell	200,463 -8,037	-4%	-$183K	1.31%	15
2022 Q2	$4.56M	Buy	208,500 +475	+0.2%	+$10.7K	1.47%	11
2022 Q1	$4.89M	Sell	208,025 -15,775	-7%	-$315K	1.4%	14
2021 Q4	$3.65M	Sell	223,800 -3,050	-1%	-$50.9K	0.86%	27
2021 Q3	$3.7M	Buy	226,850 +7,925	+4%	+$126K	0.84%	23
2021 Q2	$3.78M	Buy	+218,925	New	+$3.97M	0.88%	23

Other funds holding FHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marathon Capital Management's FHN Position: Q4 2022 in Review

Marathon Capital Management sold out of First Horizon (FHN) in Q4 2022, closing a stake of 200,463 shares — an estimated $4.59M sold.

Marathon Capital Management first reported a position in FHN in Q2 2021 and held it in 6 quarters. The position peaked at $4.89M in Q1 2022. 612 funds tracked by Wall St. Rank hold FHN as of Q4 2022.

Marathon Capital Management reported no remaining First Horizon position as of Q4 2022 after selling out during the quarter.
Marathon Capital Management sold 200,463 First Horizon shares in Q4 2022, an estimated $4.59M.
Marathon Capital Management first reported a position in First Horizon in Q2 2021 and held it in 6 quarters.
Marathon Capital Management's First Horizon position peaked at $4.89M in Q1 2022.
612 funds tracked by Wall St. Rank held First Horizon as of Q4 2022.

Based on Marathon Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.