Stephen Mandel’s First Citizens BancShares FCNCA Stock Holding History

Stephen Mandel’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	-175,642	Closed	-$133M	–	31
2022 Q4	$133M	Buy	175,642 +111,089	+172%	+$89.5M	1.27%	21
2022 Q3	$51.5M	Sell	64,553 -27,081	-30%	-$21.2M	0.49%	25
2022 Q2	$59.9M	Hold	91,634	–	–	0.56%	22
2022 Q1	$61M	Buy	+91,634	New	+$71.3M	0.36%	27

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 25.66% 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 $3.37T AUM 44.26% 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

Stephen Mandel's FCNCA Position: Q1 2023 in Review

Stephen Mandel sold out of First Citizens BancShares (FCNCA) in Q1 2023, closing a stake of 175,642 shares — an estimated $133M sold.

Stephen Mandel first reported a position in FCNCA in Q1 2022 and held it in 4 quarters. The position peaked at $133M in Q4 2022. 410 funds tracked by Wall St. Rank hold FCNCA as of Q1 2023.

Stephen Mandel reported no remaining First Citizens BancShares position as of Q1 2023 after selling out during the quarter.
Stephen Mandel sold 175,642 First Citizens BancShares shares in Q1 2023, an estimated $133M.
Stephen Mandel first reported a position in First Citizens BancShares in Q1 2022 and held it in 4 quarters.
Stephen Mandel's First Citizens BancShares position peaked at $133M in Q4 2022.
410 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2023.

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