EI
ALC icon

Ellevest Inc’s Alcon ALC Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-663
Closed -$39K – 1837
2022
Q3 		$39K Buy
663
+162
+32% +$11.2K ﹤0.01% 644
2022
Q2 		$35K Buy
501
+473
+1,689% +$34.5K ﹤0.01% 639
2022
Q1 		$2K Hold
28
– – ﹤0.01% 1167
2021
Q4 		$2K Sell
28
-41
-59% -$3.38K ﹤0.01% 1127
2021
Q3 		$6K Sell
69
-771
-92% -$59.3K ﹤0.01% 912
2021
Q2 		$59K Sell
840
-361
-30% -$25.7K 0.01% 450
2021
Q1 		$84K Buy
+1,201
New +$85K 0.01% 372
2020
Q4 		– Sell
-28
Closed -$2K – 1181
2020
Q3 		$2K Sell
28
-38
-58% -$2.23K ﹤0.01% 876
2020
Q2 		$4K Buy
66
+23
+53% +$1.3K ﹤0.01% 768
2020
Q1 		$2K Buy
43
+40
+1,333% +$2.3K ﹤0.01% 740
2019
Q4 		$0 Hold
3
– – ﹤0.01% 951
2019
Q3 		$0 Buy
+3
New +$180 ﹤0.01% 502

Other funds holding ALC

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ellevest Inc's ALC Position: Q4 2022 in Review

Ellevest Inc sold out of Alcon (ALC) in Q4 2022, closing a stake of 663 shares — an estimated $39K sold.

Ellevest Inc first reported a position in ALC in Q3 2019 and held it in 12 quarters. The position peaked at $84K in Q1 2021. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

  • Ellevest Inc reported no remaining Alcon position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 663 Alcon shares in Q4 2022, an estimated $39K.
  • Ellevest Inc first reported a position in Alcon in Q3 2019 and held it in 12 quarters.
  • Ellevest Inc's Alcon position peaked at $84K in Q1 2021.
  • 586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.