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Bourgeon Capital Management’s Alcon ALC Stock Holding History

Bourgeon Capital Management’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
2024
Q1 		– Sell
-11
Closed -$860 – 122
2023
Q4 		$860 Buy
11
+1
+10% +$74 ﹤0.01% 338
2023
Q3 		$771 Buy
+10
New +$822 ﹤0.01% 324
2022
Q4 		– Sell
-69
Closed -$4K – 380
2022
Q3 		$4K Buy
+69
New +$4.79K ﹤0.01% 269
2020
Q4 		– Sell
-18
Closed -$1K – 265
2020
Q3 		$1K Buy
+18
New +$1.06K ﹤0.01% 269
2019
Q4 		– Sell
-85
Closed -$5K – 229
2019
Q3 		$5K Buy
+85
New +$5.1K ﹤0.01% 205

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bourgeon Capital Management's ALC Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Alcon (ALC) in Q1 2024, closing a stake of 11 shares — an estimated $860 sold.

Bourgeon Capital Management first reported a position in ALC in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 11 Alcon shares in Q1 2024, an estimated $860.
  • Bourgeon Capital Management first reported a position in Alcon in Q3 2019 and held it in 5 quarters.
  • Bourgeon Capital Management's Alcon position peaked at $5K in Q3 2019.
  • 617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.