Herold Advisors’s Alcon ALC Stock Holding History

Herold 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
2022 Q2	–	Sell	-72	Closed	-$5.77K	–	202
2022 Q1	$5.77K	Buy	+72	New	+$5.57K	﹤0.01%	664
2021 Q4	–	Sell	-72	Closed	-$5K	–	213
2021 Q3	$5K	Buy	+72	New	+$5.54K	﹤0.01%	658

Other funds holding ALC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Herold Advisors's ALC Position: Q2 2022 in Review

Herold Advisors sold out of Alcon (ALC) in Q2 2022, closing a stake of 72 shares — an estimated $5.77K sold.

Herold Advisors first reported a position in ALC in Q3 2021 and held it in 2 quarters. The position peaked at $5.77K in Q1 2022. 611 funds tracked by Wall St. Rank hold ALC as of Q2 2022.

Herold Advisors reported no remaining Alcon position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 72 Alcon shares in Q2 2022, an estimated $5.77K.
Herold Advisors first reported a position in Alcon in Q3 2021 and held it in 2 quarters.
Herold Advisors's Alcon position peaked at $5.77K in Q1 2022.
611 funds tracked by Wall St. Rank held Alcon as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.