Kings Point Capital Management’s Alcon ALC Stock Holding History

Kings Point Capital 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
2020 Q4	–	Sell	-228	Closed	-$13K	–	494
2020 Q3	$13K	Hold	228	–	–	﹤0.01%	453
2020 Q2	$13K	Hold	228	–	–	﹤0.01%	410
2020 Q1	$12K	Sell	228 -155	-40%	-$8.91K	﹤0.01%	424
2019 Q4	$22K	Hold	383	–	–	﹤0.01%	406
2019 Q3	$22K	Hold	383	–	–	﹤0.01%	385
2019 Q2	$24K	Buy	+383	New	+$22.5K	﹤0.01%	331

Other funds holding ALC

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

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

Norges Bank Oslo, Norway $935B AUM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Kings Point Capital Management's ALC Position: Q4 2020 in Review

Kings Point Capital Management sold out of Alcon (ALC) in Q4 2020, closing a stake of 228 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in ALC in Q2 2019 and held it in 6 quarters. The position peaked at $24K in Q2 2019. 568 funds tracked by Wall St. Rank hold ALC as of Q4 2020.

Kings Point Capital Management reported no remaining Alcon position as of Q4 2020 after selling out during the quarter.
Kings Point Capital Management sold 228 Alcon shares in Q4 2020, an estimated $13K.
Kings Point Capital Management first reported a position in Alcon in Q2 2019 and held it in 6 quarters.
Kings Point Capital Management's Alcon position peaked at $24K in Q2 2019.
568 funds tracked by Wall St. Rank held Alcon as of Q4 2020.

Based on Kings Point Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.