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Alera Investment Advisors’s Alcon ALC Stock Holding History

Alera Investment Advisors’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,202
Closed -$361K – 177
2022
Q3 		$361K Buy
6,202
+80
+1% +$5.55K 0.1% 127
2022
Q2 		$428K Sell
6,122
-255
-4% -$18.6K 0.12% 119
2022
Q1 		$506K Buy
+6,377
New +$493K 0.12% 119

Other funds holding ALC

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alera Investment Advisors's ALC Position: Q4 2022 in Review

Alera Investment Advisors sold out of Alcon (ALC) in Q4 2022, closing a stake of 6,202 shares — an estimated $361K sold.

Alera Investment Advisors first reported a position in ALC in Q1 2022 and held it in 3 quarters. The position peaked at $506K in Q1 2022. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

  • Alera Investment Advisors reported no remaining Alcon position as of Q4 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 6,202 Alcon shares in Q4 2022, an estimated $361K.
  • Alera Investment Advisors first reported a position in Alcon in Q1 2022 and held it in 3 quarters.
  • Alera Investment Advisors's Alcon position peaked at $506K in Q1 2022.
  • 586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on Alera Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.