IFAM
ALC icon

Institutional & Family Asset Management’s Alcon ALC Stock Holding History

Institutional & Family Asset Management’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
Q2 		$25.7K Sell
288
-133
-32% -$11.3K ﹤0.01% 306
2024
Q1 		$35.1K Sell
421
-1
-0.2% -$80 0.01% 277
2023
Q4 		$33K Hold
422
– – 0.01% 273
2023
Q3 		$32.5K Sell
422
-15
-3% -$1.23K 0.01% 257
2023
Q2 		$35.9K Sell
437
-11
-2% -$840 0.01% 254
2023
Q1 		$31.6K Buy
448
+17
+4% +$1.21K 0.01% 258
2022
Q4 		$29.5K Hold
431
– – ﹤0.01% 264
2022
Q3 		$25K Buy
431
+20
+5% +$1.39K ﹤0.01% 286
2022
Q2 		$29K Buy
411
+45
+12% +$3.28K 0.01% 272
2022
Q1 		$29K Hold
366
– – ﹤0.01% 310
2021
Q4 		$32K Hold
366
– – 0.01% 312
2021
Q3 		$29K Buy
366
+60
+20% +$4.62K ﹤0.01% 405
2021
Q2 		$21K Buy
306
+75
+32% +$5.34K ﹤0.01% 470
2021
Q1 		$16K Hold
231
– – ﹤0.01% 503
2020
Q4 		$15K Sell
231
-6
-3% -$375 ﹤0.01% 469
2020
Q3 		$13K Buy
237
+48
+25% +$2.82K ﹤0.01% 451
2020
Q2 		$11K Buy
189
+148
+361% +$8.38K ﹤0.01% 468
2020
Q1 		$2K Hold
41
– – ﹤0.01% 620
2019
Q4 		$2K Buy
41
+15
+58% +$859 ﹤0.01% 701
2019
Q3 		$2K Buy
26
+13
+100% +$780 ﹤0.01% 661
2019
Q2 		$1K Buy
+13
New +$763 ﹤0.01% 777

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Institutional & Family Asset Management's ALC Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Alcon (ALC) stake by 32% in Q2 2024, selling an estimated $11.3K and leaving 288 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Institutional & Family Asset Management first reported a position in ALC in Q2 2019 and has held it in 21 quarters since. The position peaked at $35.9K in Q2 2023. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

  • Institutional & Family Asset Management held 288 shares of Alcon worth $25.7K as of Q2 2024.
  • Institutional & Family Asset Management sold 133 Alcon shares in Q2 2024, an estimated $11.3K.
  • Alcon made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #306 holding.
  • Institutional & Family Asset Management first reported a position in Alcon in Q2 2019 and has held it in 21 quarters since.
  • Institutional & Family Asset Management's Alcon position peaked at $35.9K in Q2 2023.
  • 632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.