Burleson & Co’s Alcon ALC Stock Holding History

Burleson & Co’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 Q4	–	Sell	-40	Closed	-$3K	–	363
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	299
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	302
2021 Q1	$3K	Buy	+40	New	+$2.83K	﹤0.01%	299

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Burleson & Co's ALC Position: Q4 2021 in Review

Burleson & Co sold out of Alcon (ALC) in Q4 2021, closing a stake of 40 shares — an estimated $3K sold.

Burleson & Co first reported a position in ALC in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 624 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

Burleson & Co reported no remaining Alcon position as of Q4 2021 after selling out during the quarter.
Burleson & Co sold 40 Alcon shares in Q4 2021, an estimated $3K.
Burleson & Co first reported a position in Alcon in Q1 2021 and held it in 3 quarters.
Burleson & Co's Alcon position peaked at $3K in Q3 2021.
624 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on Burleson & Co's 13F filing for Q4 2021, filed 25 Jan 2022.