Nitorum Capital’s First Citizens BancShares FCNCA Stock Holding History

Nitorum Capital’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	-35,866	Closed	-$27.2M	–	28
2022 Q4	$27.2M	Sell	35,866 -7,652	-18%	-$6.16M	2.56%	18
2022 Q3	$34.7M	Sell	43,518 -16,500	-27%	-$12.9M	3.02%	14
2022 Q2	$39.2M	Hold	60,018	–	–	2.89%	16
2022 Q1	$39.9M	Sell	60,018 -17,900	-23%	-$13.9M	2.65%	19
2021 Q4	$64.7M	Sell	77,918 -13,358	-15%	-$11.1M	3.03%	12
2021 Q3	$77M	Hold	91,276	–	–	3.66%	8
2021 Q2	$76M	Hold	91,276	–	–	3.46%	10
2021 Q1	$76.3M	Sell	91,276 -324	-0.4%	-$235K	3.77%	9
2020 Q4	$52.6M	Buy	+91,600	New	+$46.2M	2.04%	26

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 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 25.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nitorum Capital's FCNCA Position: Q1 2023 in Review

Nitorum Capital sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 35,866 shares — an estimated $27.2M sold.

Nitorum Capital first reported a position in FCNCA in Q4 2020 and held it in 9 quarters. The position peaked at $77M in Q3 2021. 410 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

Nitorum Capital reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
Nitorum Capital sold 35,866 First Citizens BancShares shares in Q1 2023, an estimated $27.2M.
Nitorum Capital first reported a position in First Citizens BancShares in Q4 2020 and held it in 9 quarters.
Nitorum Capital's First Citizens BancShares position peaked at $77M in Q3 2021.
410 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on Nitorum Capital's 13F filing for Q1 2023, filed 15 May 2023.