Independence Bank of Kentucky’s Alcon ALC Stock Holding History

Independence Bank of Kentucky’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	-144	Closed	-$11.1K	–	521
2023 Q3	$11.1K	Hold	144	–	–	﹤0.01%	384
2023 Q2	$11.8K	Hold	144	–	–	﹤0.01%	376
2023 Q1	$10.2K	Hold	144	–	–	﹤0.01%	355
2022 Q4	$10K	Hold	144	–	–	﹤0.01%	350
2022 Q3	$8K	Hold	144	–	–	﹤0.01%	350
2022 Q2	$10K	Hold	144	–	–	﹤0.01%	342
2022 Q1	$11K	Hold	144	–	–	﹤0.01%	342
2021 Q4	$13K	Hold	144	–	–	0.01%	324
2021 Q3	$12K	Hold	144	–	–	0.01%	329
2021 Q2	$10K	Hold	144	–	–	﹤0.01%	333
2021 Q1	$10K	Hold	144	–	–	﹤0.01%	329
2020 Q4	$10K	Hold	144	–	–	0.01%	321
2020 Q3	$8K	Hold	144	–	–	﹤0.01%	312
2020 Q2	$8K	Sell	144 -30	-17%	-$1.7K	0.01%	290
2020 Q1	$9K	Buy	+174	New	+$10K	0.01%	286

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

Independence Bank of Kentucky's ALC Position: Q4 2023 in Review

Independence Bank of Kentucky sold out of Alcon (ALC) in Q4 2023, closing a stake of 144 shares — an estimated $11.1K sold.

Independence Bank of Kentucky first reported a position in ALC in Q1 2020 and held it in 15 quarters. The position peaked at $13K in Q4 2021. 612 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

Independence Bank of Kentucky reported no remaining Alcon position as of Q4 2023 after selling out during the quarter.
Independence Bank of Kentucky sold 144 Alcon shares in Q4 2023, an estimated $11.1K.
Independence Bank of Kentucky first reported a position in Alcon in Q1 2020 and held it in 15 quarters.
Independence Bank of Kentucky's Alcon position peaked at $13K in Q4 2021.
612 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Independence Bank of Kentucky's 13F filing for Q4 2023, filed 23 Jan 2024.