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H.L. Ormond & Company’s First Citizens BancShares FCNCA Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$319K Hold
400
– – 0.51% 76
2022
Q2 		$262K Hold
400
– – 0.42% 79
2022
Q1 		$266K Hold
400
– – 0.32% 88
2021
Q4 		$323K Buy
+400
New +$334K 0.38% 84

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

H.L. Ormond & Company's FCNCA Position: Q3 2022 in Review

H.L. Ormond & Company held its First Citizens BancShares (FCNCA) position steady in Q3 2022 at 400 shares worth $319K. The position accounts for 0.51% of the portfolio, ranked #76.

H.L. Ormond & Company first reported a position in FCNCA in Q4 2021 and has held it in 4 quarters since. The position peaked at $323K in Q4 2021. 367 funds tracked by Wall St. Rank hold FCNCA as of Q3 2022.

  • H.L. Ormond & Company held 400 shares of First Citizens BancShares worth $319K as of Q3 2022.
  • H.L. Ormond & Company left its First Citizens BancShares share count unchanged in Q3 2022.
  • First Citizens BancShares made up 0.51% of H.L. Ormond & Company's portfolio in Q3 2022, its #76 holding.
  • H.L. Ormond & Company first reported a position in First Citizens BancShares in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's First Citizens BancShares position peaked at $323K in Q4 2021.
  • 367 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.