P. Schoenfeld Asset Management (PSAM)’s First Citizens BancShares FCNCA Stock Holding History

P. Schoenfeld Asset Management (PSAM)’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	-11,313	Closed	-$8.58M	–	148
2022 Q4	$8.58M	Buy	11,313 +7,401	+189%	+$5.96M	0.77%	28
2022 Q3	$3.12M	Sell	3,912 -22,326	-85%	-$17.4M	0.17%	104
2022 Q2	$17.2M	Sell	26,238 -28,562	-52%	-$18.6M	1.01%	30
2022 Q1	$36.5M	Buy	+54,800	New	+$42.7M	1.77%	10

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

P. Schoenfeld Asset Management (PSAM)'s FCNCA Position: Q1 2023 in Review

P. Schoenfeld Asset Management (PSAM) sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 11,313 shares — an estimated $8.58M sold.

P. Schoenfeld Asset Management (PSAM) first reported a position in FCNCA in Q1 2022 and held it in 4 quarters. The position peaked at $36.5M in Q1 2022. 410 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

P. Schoenfeld Asset Management (PSAM) reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
P. Schoenfeld Asset Management (PSAM) sold 11,313 First Citizens BancShares shares in Q1 2023, an estimated $8.58M.
P. Schoenfeld Asset Management (PSAM) first reported a position in First Citizens BancShares in Q1 2022 and held it in 4 quarters.
P. Schoenfeld Asset Management (PSAM)'s First Citizens BancShares position peaked at $36.5M in Q1 2022.
410 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

Based on P. Schoenfeld Asset Management (PSAM)'s 13F filing for Q1 2023, filed 15 May 2023.