Creekmur Asset Management’s Alcon ALC Stock Holding History

Creekmur Asset 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 Q3	–	Sell	-19	Closed	-$1.7K	–	1019
2024 Q2	$1.7K	Hold	19	–	–	﹤0.01%	727
2024 Q1	$1.58K	Hold	19	–	–	﹤0.01%	684
2023 Q4	$1.48K	Buy	+19	New	+$1.4K	﹤0.01%	705

Other funds holding ALC

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Creekmur Asset Management's ALC Position: Q3 2024 in Review

Creekmur Asset Management sold out of Alcon (ALC) in Q3 2024, closing a stake of 19 shares — an estimated $1.7K sold.

Creekmur Asset Management first reported a position in ALC in Q4 2023 and held it in 3 quarters. The position peaked at $1.7K in Q2 2024. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

Creekmur Asset Management reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
Creekmur Asset Management sold 19 Alcon shares in Q3 2024, an estimated $1.7K.
Creekmur Asset Management first reported a position in Alcon in Q4 2023 and held it in 3 quarters.
Creekmur Asset Management's Alcon position peaked at $1.7K in Q2 2024.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.