Essex Investment Management’s Alcon ALC Stock Holding History

Essex Investment 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
2023 Q2	–	Sell	-204	Closed	-$14.4K	–	373
2023 Q1	$14.4K	Sell	204 -145	-42%	-$10.3K	﹤0.01%	355
2022 Q4	$24K	Sell	349 -15	-4%	-$957	﹤0.01%	337
2022 Q3	$21K	Sell	364 -339	-48%	-$23.5K	﹤0.01%	338
2022 Q2	$49K	Hold	703	–	–	0.01%	326
2022 Q1	$56K	Sell	703 -41	-6%	-$3.17K	0.01%	325
2021 Q4	$65K	Hold	744	–	–	0.01%	334
2021 Q3	$60K	Hold	744	–	–	0.01%	347
2021 Q2	$52K	Sell	744 -65	-8%	-$4.63K	0.01%	351
2021 Q1	$57K	Hold	809	–	–	0.01%	371
2020 Q4	$53K	Hold	809	–	–	0.01%	394
2020 Q3	$46K	Sell	809 -44	-5%	-$2.59K	0.01%	390
2020 Q2	$49K	Hold	853	–	–	0.01%	348
2020 Q1	$43K	Sell	853 -281	-25%	-$16.2K	0.01%	334
2019 Q4	$64K	Sell	1,134 -214	-16%	-$12.3K	0.01%	400
2019 Q3	$79K	Sell	1,348 -471	-26%	-$28.3K	0.01%	381
2019 Q2	$113K	Buy	+1,819	New	+$107K	0.02%	379

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Essex Investment Management's ALC Position: Q2 2023 in Review

Essex Investment Management sold out of Alcon (ALC) in Q2 2023, closing a stake of 204 shares — an estimated $14.4K sold.

Essex Investment Management first reported a position in ALC in Q2 2019 and held it in 16 quarters. The position peaked at $113K in Q2 2019. 597 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

Essex Investment Management reported no remaining Alcon position as of Q2 2023 after selling out during the quarter.
Essex Investment Management sold 204 Alcon shares in Q2 2023, an estimated $14.4K.
Essex Investment Management first reported a position in Alcon in Q2 2019 and held it in 16 quarters.
Essex Investment Management's Alcon position peaked at $113K in Q2 2019.
597 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.