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Fernwood Investment Management’s Alcon ALC Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-144
Closed -$12K – 213
2024
Q1 		$12K Buy
+144
New +$11.6K ﹤0.01% 542

Other funds holding ALC

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fernwood Investment Management's ALC Position: Q2 2024 in Review

Fernwood Investment Management sold out of Alcon (ALC) in Q2 2024, closing a stake of 144 shares — an estimated $12K sold.

Fernwood Investment Management first reported a position in ALC in Q1 2024 and held it in 1 quarter. The position peaked at $12K in Q1 2024. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

  • Fernwood Investment Management reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 144 Alcon shares in Q2 2024, an estimated $12K.
  • Fernwood Investment Management first reported a position in Alcon in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Alcon position peaked at $12K in Q1 2024.
  • 632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.