Loomis, Sayles & Company
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Loomis, Sayles & Company’s First Citizens BancShares FCNCA Stock Holding History

Loomis, Sayles & 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
2024
Q1 		– Sell
-12
Closed -$17K – 790
2023
Q4 		$17K Sell
12
-3
-20% -$4.21K ﹤0.01% 702
2023
Q3 		$21K Buy
15
+13
+650% +$17.9K ﹤0.01% 689
2023
Q2 		$3K Sell
2
-8
-80% -$9.25K ﹤0.01% 912
2023
Q1 		$10K Buy
+10
New +$7.43K ﹤0.01% 844
2018
Q4 		– Sell
-17
Closed -$8K – 867
2018
Q3 		$8K Sell
17
-63
-79% -$27.8K ﹤0.01% 840
2018
Q2 		$32K Buy
80
+58
+264% +$25K ﹤0.01% 704
2018
Q1 		$9K Hold
22
– – ﹤0.01% 814
2017
Q4 		$9K Sell
22
-2
-8% -$802 ﹤0.01% 783
2017
Q3 		$9K Hold
24
– – ﹤0.01% 796
2017
Q2 		$9K Hold
24
– – ﹤0.01% 802
2017
Q1 		$8K Sell
24
-31
-56% -$11K ﹤0.01% 823
2016
Q4 		$20K Hold
55
– – ﹤0.01% 782
2016
Q3 		$16K Hold
55
– – ﹤0.01% 699
2016
Q2 		$14K Buy
+55
New +$13.8K ﹤0.01% 688

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company's FCNCA Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 12 shares — an estimated $17K sold.

Loomis, Sayles & Company first reported a position in FCNCA in Q2 2016 and held it in 14 quarters. The position peaked at $32K in Q2 2018. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 12 First Citizens BancShares shares in Q1 2024, an estimated $17K.
  • Loomis, Sayles & Company first reported a position in First Citizens BancShares in Q2 2016 and held it in 14 quarters.
  • Loomis, Sayles & Company's First Citizens BancShares position peaked at $32K in Q2 2018.
  • 557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.