Berman Capital Advisors’s Alcon ALC Stock Holding History

Berman Capital 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
2021 Q3	$14K	Buy	185 +13	+8%	+$1K	﹤0.01%	1079
2021 Q2	$12K	Buy	172 +18	+12%	+$1.28K	﹤0.01%	1077
2021 Q1	$10K	Hold	154	–	–	﹤0.01%	1018
2020 Q4	$10K	Buy	154 +25	+19%	+$1.56K	﹤0.01%	912
2020 Q3	$7K	Sell	129 -80	-38%	-$4.71K	﹤0.01%	908
2020 Q2	$11K	Buy	209 +67	+47%	+$3.79K	﹤0.01%	708
2020 Q1	$7K	Buy	142 +37	+35%	+$2.13K	﹤0.01%	755
2019 Q4	$5K	Hold	105	–	–	﹤0.01%	957
2019 Q3	$6K	Buy	+105	New	+$6.3K	﹤0.01%	871

Other funds holding ALC

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Berman Capital Advisors's ALC Position: Q3 2021 in Review

Berman Capital Advisors increased its Alcon (ALC) stake by 7.6% in Q3 2021, buying an estimated $1K and bringing the position to 185 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Berman Capital Advisors first reported a position in ALC in Q3 2019 and has held it in 9 quarters since. 574 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

Berman Capital Advisors held 185 shares of Alcon worth $14K as of Q3 2021.
Berman Capital Advisors bought 13 Alcon shares in Q3 2021, an estimated $1K.
Alcon made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1079 holding.
Berman Capital Advisors first reported a position in Alcon in Q3 2019 and has held it in 9 quarters since.
574 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.