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Lee Financial’s Alcon ALC Stock Holding History

Lee Financial’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
Q1 		– Sell
-650
Closed -$50.8K – 169
2023
Q4 		$50.8K Hold
650
– – 0.01% 234
2023
Q3 		$50.1K Buy
+650
New +$53.4K 0.01% 220
2022
Q1 		– Sell
-94
Closed -$8K – 755
2021
Q4 		$8K Buy
+94
New +$7.74K ﹤0.01% 530
2021
Q1 		– Sell
-60
Closed -$4K – 482
2020
Q4 		$4K Hold
60
– – ﹤0.01% 428
2020
Q3 		$3K Hold
60
– – ﹤0.01% 483
2020
Q2 		$3K Buy
+60
New +$3.4K ﹤0.01% 457
2019
Q4 		– Sell
-120
Closed -$7K – 499
2019
Q3 		$7K Buy
+120
New +$7.2K ﹤0.01% 391

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Lee Financial's ALC Position: Q1 2024 in Review

Lee Financial sold out of Alcon (ALC) in Q1 2024, closing a stake of 650 shares — an estimated $50.8K sold.

Lee Financial first reported a position in ALC in Q3 2019 and held it in 7 quarters. The position peaked at $50.8K in Q4 2023. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

  • Lee Financial reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 650 Alcon shares in Q1 2024, an estimated $50.8K.
  • Lee Financial first reported a position in Alcon in Q3 2019 and held it in 7 quarters.
  • Lee Financial's Alcon position peaked at $50.8K in Q4 2023.
  • 617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.