Gradient Investments’s Alcon ALC Stock Holding History

Gradient Investments’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 Q3	–	Sell	-4	Closed	-$356	–	325
2024 Q2	$356	Hold	4	–	–	﹤0.01%	1218
2024 Q1	$333	Sell	4 -78	-95%	-$6.26K	﹤0.01%	1070
2023 Q4	$6.41K	Hold	82	–	–	﹤0.01%	928
2023 Q3	$6.32K	Hold	82	–	–	﹤0.01%	900
2023 Q2	$6.73K	Sell	82 -13	-14%	-$993	﹤0.01%	889
2023 Q1	$6.7K	Buy	95 +28	+42%	+$1.99K	﹤0.01%	890
2022 Q4	$4.59K	Sell	67 -68	-50%	-$4.34K	﹤0.01%	946
2022 Q3	$8K	Buy	135 +55	+69%	+$3.82K	﹤0.01%	835
2022 Q2	$6K	Hold	80	–	–	﹤0.01%	856
2022 Q1	$6K	Hold	80	–	–	﹤0.01%	852
2021 Q4	$7K	Hold	80	–	–	﹤0.01%	858
2021 Q3	$6K	Hold	80	–	–	﹤0.01%	846
2021 Q2	$6K	Hold	80	–	–	﹤0.01%	836
2021 Q1	$6K	Hold	80	–	–	﹤0.01%	844
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	798
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	804
2020 Q2	$5K	Sell	80 -10	-11%	-$566	﹤0.01%	730
2020 Q1	$5K	Buy	90 +10	+13%	+$575	﹤0.01%	761
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	806
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	783
2019 Q2	$5K	Buy	+80	New	+$4.7K	﹤0.01%	756

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gradient Investments's ALC Position: Q3 2024 in Review

Gradient Investments sold out of Alcon (ALC) in Q3 2024, closing a stake of 4 shares — an estimated $356 sold.

Gradient Investments first reported a position in ALC in Q2 2019 and held it in 21 quarters. The position peaked at $8K in Q3 2022. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

Gradient Investments reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 4 Alcon shares in Q3 2024, an estimated $356.
Gradient Investments first reported a position in Alcon in Q2 2019 and held it in 21 quarters.
Gradient Investments's Alcon position peaked at $8K in Q3 2022.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.