Kerrisdale Advisers’s First Citizens BancShares FCNCA Stock Holding History

Kerrisdale Advisers’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
2023 Q1	–	Sell	-2,140	Closed	-$1.62M	–	95
2022 Q4	$1.62M	Hold	2,140	–	–	0.48%	52
2022 Q3	$1.71M	Hold	2,140	–	–	0.41%	48
2022 Q2	$1.4M	Hold	2,140	–	–	0.44%	55
2022 Q1	$1.42M	Hold	2,140	–	–	0.44%	33
2021 Q4	$1.78M	Hold	2,140	–	–	0.37%	28
2021 Q3	$1.8M	Buy	+2,140	New	+$1.78M	0.2%	45

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kerrisdale Advisers's FCNCA Position: Q1 2023 in Review

Kerrisdale Advisers sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 2,140 shares — an estimated $1.62M sold.

Kerrisdale Advisers first reported a position in FCNCA in Q3 2021 and held it in 6 quarters. The position peaked at $1.8M in Q3 2021. 410 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

Kerrisdale Advisers reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
Kerrisdale Advisers sold 2,140 First Citizens BancShares shares in Q1 2023, an estimated $1.62M.
Kerrisdale Advisers first reported a position in First Citizens BancShares in Q3 2021 and held it in 6 quarters.
Kerrisdale Advisers's First Citizens BancShares position peaked at $1.8M in Q3 2021.
410 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on Kerrisdale Advisers's 13F filing for Q1 2023, filed 15 May 2023.