Checchi Capital Advisers’s Alcon ALC Stock Holding History

Checchi Capital Advisers’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
2025 Q3	–	Sell	-2,727	Closed	-$241K	–	557
2025 Q2	$241K	Buy	2,727 +55	+2%	+$4.93K	0.02%	513
2025 Q1	$253K	Buy	2,672 +133	+5%	+$11.9K	0.02%	498
2024 Q4	$215K	Sell	2,539 -24	-0.9%	-$2.16K	0.02%	532
2024 Q3	$256K	Hold	2,563	–	–	0.02%	484
2024 Q2	$228K	Buy	+2,563	New	+$219K	0.02%	501
2023 Q3	–	Sell	-2,663	Closed	-$219K	–	536
2023 Q2	$219K	Buy	+2,663	New	+$203K	0.02%	517
2023 Q1	–	Sell	-4,173	Closed	-$286K	–	568
2022 Q4	$286K	Sell	4,173 -194	-4%	-$12.4K	0.03%	409
2022 Q3	$255K	Sell	4,367 -281	-6%	-$19.5K	0.03%	430
2022 Q2	$357K	Buy	4,648 +1,471	+46%	+$107K	0.04%	372
2022 Q1	$253K	Sell	3,177 -154	-5%	-$11.9K	0.03%	450
2021 Q4	$291K	Buy	3,331 +114	+4%	+$9.39K	0.03%	396
2021 Q3	$260K	Hold	3,217	–	–	0.03%	409
2021 Q2	$226K	Sell	3,217 -164	-5%	-$11.7K	0.03%	469
2021 Q1	$237K	Buy	3,381 +146	+5%	+$10.3K	0.03%	442
2020 Q4	$213K	Buy	+3,235	New	+$202K	0.03%	452

Other funds holding ALC

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management

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

T. Rowe Price Associates

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zurich Cantonal Bank

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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