Principal Street Partners’s First Horizon FHN Stock Holding History

Principal Street 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
2023 Q1	–	Sell	-213,742	Closed	-$5.24M	–	230
2022 Q4	$5.24M	Sell	213,742 -10,961	-5%	-$266K	1.32%	34
2022 Q3	$5.15M	Sell	224,703 -251	-0.1%	-$5.7K	1.37%	16
2022 Q2	$4.92M	Sell	224,954 -72,259	-24%	-$1.62M	1.27%	31
2022 Q1	$6.98M	Buy	297,213 +49,663	+20%	+$991K	1.6%	11
2021 Q4	$4.04M	Sell	247,550 -41,135	-14%	-$686K	0.97%	44
2021 Q3	$4.7M	Buy	288,685 +29,461	+11%	+$469K	1.28%	32
2021 Q2	$4.48M	Buy	+259,224	New	+$4.71M	1.18%	41

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Street Partners's FHN Position: Q1 2023 in Review

Principal Street Partners sold out of First Horizon (FHN) in Q1 2023, closing a stake of 213,742 shares — an estimated $5.24M sold.

Principal Street Partners first reported a position in FHN in Q2 2021 and held it in 7 quarters. The position peaked at $6.98M in Q1 2022. 583 funds tracked by Wall St. Rank hold FHN as of Q1 2023.

Principal Street Partners reported no remaining First Horizon position as of Q1 2023 after selling out during the quarter.
Principal Street Partners sold 213,742 First Horizon shares in Q1 2023, an estimated $5.24M.
Principal Street Partners first reported a position in First Horizon in Q2 2021 and held it in 7 quarters.
Principal Street Partners's First Horizon position peaked at $6.98M in Q1 2022.
583 funds tracked by Wall St. Rank held First Horizon as of Q1 2023.

Based on Principal Street Partners's 13F filing for Q1 2023, filed 11 May 2023.