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Aperio Group’s Alcon ALC Stock Holding History

Aperio Group’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
2020
Q4 		$12.5M Buy
189,916
+7,327
+4% +$458K 0.04% 467
2020
Q3 		$10.4M Sell
182,589
-12,979
-7% -$764K 0.04% 464
2020
Q2 		$11.2M Sell
195,568
-10,742
-5% -$608K 0.04% 422
2020
Q1 		$10.5M Sell
206,310
-36,541
-15% -$2.1M 0.05% 392
2019
Q4 		$13.7M Buy
242,851
+24,341
+11% +$1.39M 0.05% 407
2019
Q3 		$12.7M Buy
218,510
+2,600
+1% +$156K 0.05% 411
2019
Q2 		$13.4M Buy
+215,910
New +$12.7M 0.05% 384

Other funds holding ALC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Aperio Group's ALC Position: Q4 2020 in Review

Aperio Group increased its Alcon (ALC) stake by 4% in Q4 2020, buying an estimated $458K and bringing the position to 189,916 shares worth $12.5M. The position accounts for 0.04% of the portfolio, ranked #467.

Aperio Group first reported a position in ALC in Q2 2019 and has held it in 7 quarters since. The position peaked at $13.7M in Q4 2019. 569 funds tracked by Wall St. Rank hold ALC as of Q4 2020.

  • Aperio Group held 189,916 shares of Alcon worth $12.5M as of Q4 2020.
  • Aperio Group bought 7,327 Alcon shares in Q4 2020, an estimated $458K.
  • Alcon made up 0.04% of Aperio Group's portfolio in Q4 2020, its #467 holding.
  • Aperio Group first reported a position in Alcon in Q2 2019 and has held it in 7 quarters since.
  • Aperio Group's Alcon position peaked at $13.7M in Q4 2019.
  • 569 funds tracked by Wall St. Rank held Alcon as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.