FORA Capital’s Alcon ALC Stock Holding History

FORA Capital’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	–	Sell	-11,707	Closed	-$902K	–	421
2023 Q3	$902K	Buy	+11,707	New	+$962K	0.08%	258
2023 Q2	–	Sell	-32,831	Closed	-$2.32M	–	336
2023 Q1	$2.32M	Buy	+32,831	New	+$2.34M	0.23%	127
2021 Q4	–	Sell	-5,315	Closed	-$428K	–	300
2021 Q3	$428K	Buy	5,315 +217	+4%	+$16.7K	0.11%	225
2021 Q2	$358K	Sell	5,098 -678	-12%	-$48.3K	0.07%	327
2021 Q1	$405K	Sell	5,776 -2,945	-34%	-$208K	0.13%	185
2020 Q4	$575K	Buy	+8,721	New	+$546K	0.09%	255
2020 Q3	–	Sell	-5,377	Closed	-$308K	–	634
2020 Q2	$308K	Buy	+5,377	New	+$304K	0.11%	243
2020 Q1	–	Sell	-7,329	Closed	-$415K	–	1013
2019 Q4	$415K	Buy	+7,329	New	+$420K	0.04%	438

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FORA Capital's ALC Position: Q4 2023 in Review

FORA Capital sold out of Alcon (ALC) in Q4 2023, closing a stake of 11,707 shares — an estimated $902K sold.

FORA Capital first reported a position in ALC in Q4 2019 and held it in 8 quarters. The position peaked at $2.32M in Q1 2023. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

FORA Capital reported no remaining Alcon position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 11,707 Alcon shares in Q4 2023, an estimated $902K.
FORA Capital first reported a position in Alcon in Q4 2019 and held it in 8 quarters.
FORA Capital's Alcon position peaked at $2.32M in Q1 2023.
611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.