Ownership history in FIRST HORIZON CORP Β· 45 quarters on record
This page tracks every 13F SEC filing in which FIRST HORIZON CORP reported a position in ISHARES MSCI EAFE INDEX FUND COMMON STOCK (EFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FIRST HORIZON CORP underperformed the S&P 500 by β12.4% annually on this EFA position. Timing score: 52% (23/44 decisions correct). Average cost basis: $53.60. Maximum drawdown during holding period: β51.8%.
β Significantly underperformed the S&P 500 by 12.4% ann.
44 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 44 add/trim decisions correct
Best entry: $24.51 (2003 Q4) Β· Worst: $91.71 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
28 adds Β· 17 trims. Bought during 9 of 13 down-price quarters. π More buys than sells across the holding period.
π FIRST HORIZON CORP has been actively increasing its EFA allocation β a bullish signal from insiders.
Currently 2.53% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size