Clifford Swan Investment Counsel’s Alcon ALC Stock Holding History

Clifford Swan Investment Counsel’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
2022 Q3	–	Sell	-2,936	Closed	-$205K	–	308
2022 Q2	$205K	Sell	2,936 -264	-8%	-$19.3K	0.01%	313
2022 Q1	$254K	Sell	3,200 -229	-7%	-$17.7K	0.01%	300
2021 Q4	$299K	Hold	3,429	–	–	0.01%	287
2021 Q3	$289K	Hold	3,429	–	–	0.01%	290
2021 Q2	$254K	Sell	3,429 -470	-12%	-$33.5K	0.01%	296
2021 Q1	$274K	Sell	3,899 -510	-12%	-$36.1K	0.01%	286
2020 Q4	$291K	Sell	4,409 -57	-1%	-$3.57K	0.01%	276
2020 Q3	$254K	Sell	4,466 -388	-8%	-$22.8K	0.01%	279
2020 Q2	$278K	Sell	4,854 -576	-11%	-$32.6K	0.01%	262
2020 Q1	$276K	Sell	5,430 -598	-10%	-$34.4K	0.02%	248
2019 Q4	$341K	Sell	6,028 -6,555	-52%	-$375K	0.02%	249
2019 Q3	$733K	Sell	12,583 -1,228	-9%	-$73.7K	0.04%	180
2019 Q2	$857K	Buy	+13,811	New	+$811K	0.05%	171

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Clifford Swan Investment Counsel's ALC Position: Q3 2022 in Review

Clifford Swan Investment Counsel sold out of Alcon (ALC) in Q3 2022, closing a stake of 2,936 shares — an estimated $205K sold.

Clifford Swan Investment Counsel first reported a position in ALC in Q2 2019 and held it in 13 quarters. The position peaked at $857K in Q2 2019. 559 funds tracked by Wall St. Rank hold ALC as of Q3 2022.

Clifford Swan Investment Counsel reported no remaining Alcon position as of Q3 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,936 Alcon shares in Q3 2022, an estimated $205K.
Clifford Swan Investment Counsel first reported a position in Alcon in Q2 2019 and held it in 13 quarters.
Clifford Swan Investment Counsel's Alcon position peaked at $857K in Q2 2019.
559 funds tracked by Wall St. Rank held Alcon as of Q3 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2022, filed 7 Nov 2022.