Capstone Investment Advisors
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Capstone Investment Advisors’s Alcon ALC Stock Holding History

Capstone Investment 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
2024
Q1 		– Sell
-3,482
Closed -$272K – 2317
2023
Q4 		$272K Sell
3,482
-3,705
-52% -$274K ﹤0.01% 1633
2023
Q3 		$554K Buy
+7,187
New +$591K ﹤0.01% 1270
2022
Q1 		– Sell
-10,000
Closed -$871K – 2048
2021
Q4 		$871K Buy
+10,000
New +$824K ﹤0.01% 1347

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

Capstone Investment Advisors's ALC Position: Q1 2024 in Review

Capstone Investment Advisors sold out of Alcon (ALC) in Q1 2024, closing a stake of 3,482 shares — an estimated $272K sold.

Capstone Investment Advisors first reported a position in ALC in Q4 2021 and held it in 3 quarters. The position peaked at $871K in Q4 2021. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

  • Capstone Investment Advisors reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,482 Alcon shares in Q1 2024, an estimated $272K.
  • Capstone Investment Advisors first reported a position in Alcon in Q4 2021 and held it in 3 quarters.
  • Capstone Investment Advisors's Alcon position peaked at $871K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.