NERM
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New England Research & Management’s First Horizon FHN Stock Holding History

New England Research & 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
2020
Q2 		– Sell
-10,950
Closed -$88K – 150
2020
Q1 		$88K Sell
10,950
-500
-4% -$6.93K 0.08% 132
2019
Q4 		$190K Buy
+11,450
New +$186K 0.13% 149

Other funds holding FHN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New England Research & Management's FHN Position: Q2 2020 in Review

New England Research & Management sold out of First Horizon (FHN) in Q2 2020, closing a stake of 10,950 shares — an estimated $88K sold.

New England Research & Management first reported a position in FHN in Q4 2019 and held it in 2 quarters. The position peaked at $190K in Q4 2019. 377 funds tracked by Wall St. Rank hold FHN as of Q2 2020.

  • New England Research & Management reported no remaining First Horizon position as of Q2 2020 after selling out during the quarter.
  • New England Research & Management sold 10,950 First Horizon shares in Q2 2020, an estimated $88K.
  • New England Research & Management first reported a position in First Horizon in Q4 2019 and held it in 2 quarters.
  • New England Research & Management's First Horizon position peaked at $190K in Q4 2019.
  • 377 funds tracked by Wall St. Rank held First Horizon as of Q2 2020.

Based on New England Research & Management's 13F filing for Q2 2020, filed 15 Jul 2020.