Kore Private Wealth’s Alcon ALC Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-38	Closed	-$2K	–	301
2020 Q2	$2K	Hold	38	–	–	﹤0.01%	1026
2020 Q1	$2K	Sell	38 -82	-68%	-$4.71K	﹤0.01%	904
2019 Q4	$7K	Buy	+120	New	+$6.87K	﹤0.01%	801

Other funds holding ALC

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

BBHC

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

Kore Private Wealth's ALC Position: Q3 2020 in Review

Kore Private Wealth sold out of Alcon (ALC) in Q3 2020, closing a stake of 38 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in ALC in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 537 funds tracked by Wall St. Rank hold ALC as of Q3 2020.

Kore Private Wealth reported no remaining Alcon position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 38 Alcon shares in Q3 2020, an estimated $2K.
Kore Private Wealth first reported a position in Alcon in Q4 2019 and held it in 3 quarters.
Kore Private Wealth's Alcon position peaked at $7K in Q4 2019.
537 funds tracked by Wall St. Rank held Alcon as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.