Sumitomo Mitsui DS Asset Management’s First Horizon FHN Stock Holding History

Sumitomo Mitsui DS Asset 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
2023 Q4	–	Sell	-50,036	Closed	-$551K	–	795
2023 Q3	$551K	Sell	50,036 -184	-0.4%	-$2.28K	0.01%	668
2023 Q2	$566K	Sell	50,220 -102	-0.2%	-$1.37K	0.01%	662
2023 Q1	$895K	Hold	50,322	–	–	0.02%	569
2022 Q4	$1.23M	Buy	+50,322	New	+$1.22M	0.03%	477
2019 Q2	–	Sell	-114,360	Closed	-$1.6M	–	742
2019 Q1	$1.6M	Sell	114,360 -11,538	-9%	-$170K	0.03%	393
2018 Q4	$1.66M	Sell	125,898 -13,799	-10%	-$215K	0.03%	346
2018 Q3	$2.41M	Buy	+139,697	New	+$2.52M	0.04%	325

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's FHN Position: Q4 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of First Horizon (FHN) in Q4 2023, closing a stake of 50,036 shares — an estimated $551K sold.

Sumitomo Mitsui DS Asset Management first reported a position in FHN in Q3 2018 and held it in 7 quarters. The position peaked at $2.41M in Q3 2018. 545 funds tracked by Wall St. Rank hold FHN as of Q4 2023.

Sumitomo Mitsui DS Asset Management reported no remaining First Horizon position as of Q4 2023 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 50,036 First Horizon shares in Q4 2023, an estimated $551K.
Sumitomo Mitsui DS Asset Management first reported a position in First Horizon in Q3 2018 and held it in 7 quarters.
Sumitomo Mitsui DS Asset Management's First Horizon position peaked at $2.41M in Q3 2018.
545 funds tracked by Wall St. Rank held First Horizon as of Q4 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.