Senator Investment Group’s First Citizens BancShares FCNCA Stock Holding History

Senator Investment Group’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	-19,000	Closed	-$27M	–	76
2023 Q4	$27M	Sell	19,000 -18,500	-49%	-$26M	1.16%	31
2023 Q3	$51.8M	Sell	37,500 -1,500	-4%	-$2.06M	2.91%	12
2023 Q2	$50.1M	Buy	+39,000	New	+$45.1M	2.26%	15

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Senator Investment Group's FCNCA Position: Q1 2024 in Review

Senator Investment Group sold out of First Citizens BancShares (FCNCA) in Q1 2024, closing a stake of 19,000 shares — an estimated $27M sold.

Senator Investment Group first reported a position in FCNCA in Q2 2023 and held it in 3 quarters. The position peaked at $51.8M in Q3 2023. 557 funds tracked by Wall St. Rank hold FCNCA as of Q1 2024.

Senator Investment Group reported no remaining First Citizens BancShares position as of Q1 2024 after selling out during the quarter.
Senator Investment Group sold 19,000 First Citizens BancShares shares in Q1 2024, an estimated $27M.
Senator Investment Group first reported a position in First Citizens BancShares in Q2 2023 and held it in 3 quarters.
Senator Investment Group's First Citizens BancShares position peaked at $51.8M in Q3 2023.
557 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2024.

Based on Senator Investment Group's 13F filing for Q1 2024, filed 14 May 2024.