Lowell Blake & Associates’s Alcon ALC Stock Holding History

Lowell Blake & Associates’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 Q3	$9.07M	Buy	117,729 +7,511	+7%	+$617K	2.56%	16
2023 Q2	$9.05M	Sell	110,218 -1,912	-2%	-$146K	2.63%	16
2023 Q1	$7.91M	Sell	112,130 -366	-0.3%	-$26K	2.47%	16
2022 Q4	$7.71M	Buy	112,496 +13,769	+14%	+$878K	2.57%	16
2022 Q3	$5.74M	Buy	98,727 +5,753	+6%	+$399K	2.25%	16
2022 Q2	$6.5M	Buy	92,974 +13,672	+17%	+$997K	2.51%	16
2022 Q1	$6.29M	Buy	79,302 +8,732	+12%	+$675K	2.37%	16
2021 Q4	$6.15M	Buy	70,570 +4,097	+6%	+$337K	2.41%	18
2021 Q3	$5.35M	Sell	66,473 -991	-1%	-$76.3K	2.48%	18
2021 Q2	$4.74M	Buy	67,464 +3,534	+6%	+$252K	2.18%	19
2021 Q1	$4.49M	Buy	63,930 +6,688	+12%	+$473K	2.3%	19
2020 Q4	$3.78M	Sell	57,242 -890	-2%	-$55.7K	2.79%	18
2020 Q3	$3.31M	Buy	58,132 +6,464	+13%	+$380K	2.67%	18
2020 Q2	$2.96M	Buy	51,668 +5,390	+12%	+$305K	2.83%	17
2020 Q1	$2.35M	Buy	46,278 +9,207	+25%	+$529K	3.02%	15
2019 Q4	$2.1M	Buy	+37,071	New	+$2.12M	2.32%	20

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return