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Evelyn V. Moreno’s Alcon ALC Stock Holding History

Evelyn V. Moreno’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
Q4 		$275K Hold
3,523
– – 0.13% 108
2023
Q3 		$271K Buy
+3,523
New +$290K 0.06% 114
2023
Q1 		– Sell
-10,615
Closed -$728K – 127
2022
Q4 		$728K Buy
10,615
+17
+0.2% +$1.08K 0.17% 74
2022
Q3 		$617K Buy
10,598
+77
+0.7% +$5.34K 0.28% 70
2022
Q2 		$735K Buy
+10,521
New +$768K 0.17% 67

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evelyn V. Moreno's ALC Position: Q4 2023 in Review

Evelyn V. Moreno held its Alcon (ALC) position steady in Q4 2023 at 3,523 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #108.

Evelyn V. Moreno first reported a position in ALC in Q2 2022 and has held it in 5 quarters since. The position peaked at $735K in Q2 2022. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

  • Evelyn V. Moreno held 3,523 shares of Alcon worth $275K as of Q4 2023.
  • Evelyn V. Moreno left its Alcon share count unchanged in Q4 2023.
  • Alcon made up 0.13% of Evelyn V. Moreno's portfolio in Q4 2023, its #108 holding.
  • Evelyn V. Moreno first reported a position in Alcon in Q2 2022 and has held it in 5 quarters since.
  • Evelyn V. Moreno's Alcon position peaked at $735K in Q2 2022.
  • 611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.