Disciplined Investments’s Alcon ALC Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-4	Closed	-$328	–	155
2023 Q2	$328	Hold	4	–	–	﹤0.01%	1365
2023 Q1	$282	Hold	4	–	–	﹤0.01%	1413
2022 Q4	$274	Hold	4	–	–	﹤0.01%	1363
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1201
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1232
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1314
2021 Q4	$0	Hold	4	–	–	﹤0.01%	487
2021 Q3	$0	Hold	4	–	–	﹤0.01%	436
2021 Q2	$0	Hold	4	–	–	﹤0.01%	417
2021 Q1	$0	Hold	4	–	–	﹤0.01%	391
2020 Q4	$0	Sell	4 -39	-91%	-$2.44K	﹤0.01%	316
2020 Q3	$2K	Sell	43 -4	-9%	-$235	﹤0.01%	332
2020 Q2	$3K	Hold	47	–	–	﹤0.01%	333
2020 Q1	$2K	Hold	47	–	–	﹤0.01%	359
2019 Q4	$3K	Buy	+47	New	+$2.69K	﹤0.01%	353

Other funds holding ALC

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Disciplined Investments's ALC Position: Q3 2023 in Review

Disciplined Investments sold out of Alcon (ALC) in Q3 2023, closing a stake of 4 shares — an estimated $328 sold.

Disciplined Investments first reported a position in ALC in Q4 2019 and held it in 15 quarters. The position peaked at $3K in Q2 2020. 599 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

Disciplined Investments reported no remaining Alcon position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 4 Alcon shares in Q3 2023, an estimated $328.
Disciplined Investments first reported a position in Alcon in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Alcon position peaked at $3K in Q2 2020.
599 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.