Fermata Advisors’s Alcon ALC Stock Holding History

Fermata Advisors’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
2024 Q1	–	Sell	-3,045	Closed	-$238K	–	214
2023 Q4	$238K	Buy	+3,045	New	+$225K	0.06%	153

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

Norges Bank Oslo, Norway $935B AUM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Fermata Advisors's ALC Position: Q1 2024 in Review

Fermata Advisors sold out of Alcon (ALC) in Q1 2024, closing a stake of 3,045 shares — an estimated $238K sold.

Fermata Advisors first reported a position in ALC in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

Fermata Advisors reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
Fermata Advisors sold 3,045 Alcon shares in Q1 2024, an estimated $238K.
Fermata Advisors first reported a position in Alcon in Q4 2023 and held it in 1 quarter.
Fermata Advisors's Alcon position peaked at $238K in Q4 2023.
617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on Fermata Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.