Ziegler Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Ziegler Capital Management’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
2021 Q2	–	Sell	-1,897	Closed	-$1.58M	–	445
2021 Q1	$1.58M	Sell	1,897 -126	-6%	-$91.2K	0.05%	275
2020 Q4	$1.16M	Sell	2,023 -286	-12%	-$144K	0.04%	300
2020 Q3	$736K	Sell	2,309 -50	-2%	-$19.3K	0.03%	335
2020 Q2	$955K	Sell	2,359 -266	-10%	-$97.5K	0.03%	318
2020 Q1	$874K	Buy	+2,625	New	+$1.22M	0.02%	379

Other funds holding FCNCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Ziegler Capital Management's FCNCA Position: Q2 2021 in Review

Ziegler Capital Management sold out of First Citizens BancShares (FCNCA) in Q2 2021, closing a stake of 1,897 shares — an estimated $1.58M sold.

Ziegler Capital Management first reported a position in FCNCA in Q1 2020 and held it in 5 quarters. The position peaked at $1.58M in Q1 2021. 218 funds tracked by Wall St. Rank hold FCNCA as of Q2 2021.

Ziegler Capital Management reported no remaining First Citizens BancShares position as of Q2 2021 after selling out during the quarter.
Ziegler Capital Management sold 1,897 First Citizens BancShares shares in Q2 2021, an estimated $1.58M.
Ziegler Capital Management first reported a position in First Citizens BancShares in Q1 2020 and held it in 5 quarters.
Ziegler Capital Management's First Citizens BancShares position peaked at $1.58M in Q1 2021.
218 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2021.

Based on Ziegler Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.