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AJO LP’s First Citizens BancShares FCNCA Stock Holding History

AJO LP’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-44,555
Closed -$14.8M – 730
2020
Q1 		$14.8M Sell
44,555
-12,366
-22% -$5.73M 0.13% 159
2019
Q4 		$30.3M Sell
56,921
-1,451
-2% -$734K 0.18% 134
2019
Q3 		$27.5M Buy
58,372
+32,661
+127% +$14.9M 0.16% 146
2019
Q2 		$11.6M Buy
25,711
+9,742
+61% +$4.26M 0.06% 210
2019
Q1 		$6.5M Sell
15,969
-157
-1% -$65.2K 0.03% 280
2018
Q4 		$6.08M Sell
16,126
-91
-0.6% -$38.2K 0.03% 276
2018
Q3 		$7.33M Buy
16,217
+868
+6% +$383K 0.03% 280
2018
Q2 		$6.19M Buy
15,349
+10,358
+208% +$4.46M 0.03% 312
2018
Q1 		$2.06M Hold
4,991
– – 0.01% 438
2017
Q4 		$2.01M Sell
4,991
-54
-1% -$21.7K 0.01% 426
2017
Q3 		$1.89M Sell
5,045
-115
-2% -$41.1K 0.01% 429
2017
Q2 		$1.92M Buy
+5,160
New +$1.78M 0.01% 422

Other funds holding FCNCA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AJO LP's FCNCA Position: Q2 2020 in Review

AJO LP sold out of First Citizens BancShares (FCNCA) in Q2 2020, closing a stake of 44,555 shares — an estimated $14.8M sold.

AJO LP first reported a position in FCNCA in Q2 2017 and held it in 12 quarters. The position peaked at $30.3M in Q4 2019. 164 funds tracked by Wall St. Rank hold FCNCA as of Q2 2020.

  • AJO LP reported no remaining First Citizens BancShares position as of Q2 2020 after selling out during the quarter.
  • AJO LP sold 44,555 First Citizens BancShares shares in Q2 2020, an estimated $14.8M.
  • AJO LP first reported a position in First Citizens BancShares in Q2 2017 and held it in 12 quarters.
  • AJO LP's First Citizens BancShares position peaked at $30.3M in Q4 2019.
  • 164 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2020.

Based on AJO LP's 13F filing for Q2 2020, filed 12 Aug 2020.