Elmwood Wealth Management’s Alcon ALC Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-32	Closed	-$3K	–	120
2021 Q4	$3K	Buy	+32	New	+$2.63K	﹤0.01%	327
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	230
2020 Q2	$2K	Buy	+40	New	+$2.27K	﹤0.01%	230
2019 Q4	–	Sell	-1,865	Closed	-$109K	–	94
2019 Q3	$109K	Sell	1,865 -50	-3%	-$3K	0.11%	94
2019 Q2	$119K	Buy	+1,915	New	+$112K	0.11%	98

Other funds holding ALC

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Elmwood Wealth Management's ALC Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Alcon (ALC) in Q1 2022, closing a stake of 32 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in ALC in Q2 2019 and held it in 5 quarters. The position peaked at $119K in Q2 2019. 602 funds tracked by Wall St. Rank hold ALC as of Q1 2022.

Elmwood Wealth Management reported no remaining Alcon position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 32 Alcon shares in Q1 2022, an estimated $3K.
Elmwood Wealth Management first reported a position in Alcon in Q2 2019 and held it in 5 quarters.
Elmwood Wealth Management's Alcon position peaked at $119K in Q2 2019.
602 funds tracked by Wall St. Rank held Alcon as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.