Lewis R Holding - Net Worth and Insider Trading
Lewis R Holding Net Worth
The estimated net worth of Lewis R Holding is at least $850 Million dollars as of 2024-04-20. Lewis R Holding is the 10% Owner of First Citizens BancShares Inc and owns about 541,232 shares of First Citizens BancShares Inc (FCNCA) stock worth over $850 Million. Details can be seen in Lewis R Holding's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lewis R Holding has not made any transactions after 2009-05-28 and currently still holds the listed stock(s).
Transaction Summary of Lewis R Holding
Lewis R Holding Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lewis R Holding owns 3 companies in total, including First Citizens BancShares Inc (FCNCA) , First Citizens Bancorporation Inc (FBCNP.PFD) , and Southern Bancshares NC Inc (SBNC) .
Click here to see the complete history of Lewis R Holding’s form 4 insider trades.
Insider Ownership Summary of Lewis R Holding
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FCNCA | First Citizens BancShares Inc | 2009-05-28 | director & 10 percent owner & Chairman of the Board |
| FBCNP.PFD | First Citizens Bancorporation Inc | 2006-01-03 | 10 percent owner |
| SBNC | Southern Bancshares NC Inc | 2003-08-20 | 10 percent owner |
Lewis R Holding Latest Holdings Summary
Lewis R Holding currently owns a total of 1 stock. Lewis R Holding owns 541,232 shares of First Citizens BancShares Inc (FCNCA) as of May 28, 2009, with a value of $850 Million.
Latest Holdings of Lewis R Holding
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FCNCA | First Citizens BancShares Inc | 2009-05-28 | 541,232 | 1,570.81 | 850,172,638 |
Holding Weightings of Lewis R Holding
Lewis R Holding Form 4 Trading Tracker
According to the SEC Form 4 filings, Lewis R Holding has made a total of 0 transactions in First Citizens BancShares Inc (FCNCA) over the past 5 years. The most-recent trade in First Citizens BancShares Inc is the sale of 2,670 shares on May 28, 2009, which brought Lewis R Holding around $331,214.
Insider Trading History of Lewis R Holding
- 1
Lewis R Holding Trading Performance
GuruFocus tracks the stock performance after each of Lewis R Holding's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lewis R Holding is 1.22%. GuruFocus also compares Lewis R Holding's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lewis R Holding within 3 months outperforms 29 times out of 56 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Lewis R Holding's insider trading performs compared to the benchmark.
Performance of Lewis R Holding
Average Return
18.1%
Outperforming Transactions
93%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.23 | 1.22 | 6.93 | 18.1 | 19.46 | 10.43 |
| Relative Return to S&P 500(%) | 0.66 | 1.05 | 4.98 | 12.12 | 11.26 | 3.81 |
Lewis R Holding Ownership Network
Ownership Network List of Lewis R Holding
Ownership Network Relation of Lewis R Holding
Lewis R Holding Owned Company Details
What does First Citizens BancShares Inc do?
Who are the key executives at First Citizens BancShares Inc?
Lewis R Holding is the director & 10 percent owner & Chairman of the Board of First Citizens BancShares Inc. Other key executives at First Citizens BancShares Inc include director & Vice Chairwoman Ellen R Alemany , 10 percent owner Olivia Britton Holding , and Executive Vice President Hope Holding Connell .
First Citizens BancShares Inc (FCNCA) Insider Trades Summary
Over the past 18 months, Lewis R Holding made no insider transaction in First Citizens BancShares Inc (FCNCA). Other recent insider transactions involving First Citizens BancShares Inc (FCNCA) include a net sale of 9,500 shares made by Ellen R Alemany , a net purchase of 1,297 shares made by Holding Frank B Jr , and a net purchase of 145 shares made by Craig L Nix .
In summary, during the past 3 months, insiders sold 3,000 shares of First Citizens BancShares Inc (FCNCA) in total and bought 2,031 shares, with a net sale of 969 shares. During the past 18 months, 9,527 shares of First Citizens BancShares Inc (FCNCA) were sold and 4,451 shares were bought by its insiders, resulting in a net sale of 5,076 shares.
First Citizens BancShares Inc (FCNCA)'s detailed insider trading history can be found in Insider Trading Tracker table.
First Citizens BancShares Inc Insider Transactions
Lewis R Holding Mailing Address
Above is the net worth, insider trading, and ownership report for Lewis R Holding. You might contact Lewis R Holding via mailing address: Po Box 151, Raleigh Nc 27602.
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