Westchester Capital Management (New York)’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-843,153
| Closed | -$9.5M | – | 292 |
|
|
2023
Q2 | $9.5M | Sell |
843,153
-7,010,218
| -89% | -$79M | 0.3% | 68 |
|
|
2023
Q1 | $140M | Buy |
7,853,371
+1,363,647
| +21% | +$24.2M | 4.23% | 2 |
|
|
2022
Q4 | $159M | Buy |
6,489,724
+642,983
| +11% | +$15.8M | 4.37% | 1 |
|
|
2022
Q3 | $134M | Buy |
5,846,741
+429,056
| +8% | +$9.83M | 3.77% | 2 |
|
|
2022
Q2 | $118M | Buy |
5,417,685
+1,333,518
| +33% | +$29.2M | 3.31% | 3 |
|
|
2022
Q1 | $95.9M | Buy |
+4,084,167
| New | +$95.9M | 2.6% | 7 |
|