BBR Partners’s Alcon ALC Stock Holding History

BBR Partners’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
2023 Q4	–	Sell	-4,068	Closed	-$313K	–	196
2023 Q3	$313K	Buy	+4,068	New	+$334K	0.04%	141
2020 Q1	–	Sell	-4,016	Closed	-$227K	–	158
2019 Q4	$227K	Buy	+4,016	New	+$230K	0.02%	176

Other funds holding ALC

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BBR Partners's ALC Position: Q4 2023 in Review

BBR Partners sold out of Alcon (ALC) in Q4 2023, closing a stake of 4,068 shares — an estimated $313K sold.

BBR Partners first reported a position in ALC in Q4 2019 and held it in 2 quarters. The position peaked at $313K in Q3 2023. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

BBR Partners reported no remaining Alcon position as of Q4 2023 after selling out during the quarter.
BBR Partners sold 4,068 Alcon shares in Q4 2023, an estimated $313K.
BBR Partners first reported a position in Alcon in Q4 2019 and held it in 2 quarters.
BBR Partners's Alcon position peaked at $313K in Q3 2023.
611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on BBR Partners's 13F filing for Q4 2023, filed 13 Feb 2024.