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Houlihan Financial Resource Group’s Alcon ALC Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-14,418
Closed -$1.1M – 97
2023
Q2 		$1.1M Buy
+14,418
New +$1.1M 0.03% 82
2020
Q3 		$32K Buy
+494
New +$29.1K 0.02% 205

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Houlihan Financial Resource Group's ALC Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Alcon (ALC) in Q3 2023, closing a stake of 14,418 shares — an estimated $1.1M sold.

Houlihan Financial Resource Group first reported a position in ALC in Q3 2020 and held it in 2 quarters. The position peaked at $1.1M in Q2 2023. 599 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Alcon position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 14,418 Alcon shares in Q3 2023, an estimated $1.1M.
  • Houlihan Financial Resource Group first reported a position in Alcon in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Alcon position peaked at $1.1M in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.