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Mid Atlantic Financial Management’s Alcon ALC Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$205K Sell
2,544
-312
-11% -$24K 0.01% 817
2021
Q2 		$201K Sell
2,856
-245
-8% -$17.5K 0.01% 846
2021
Q1 		$218K Sell
3,101
-599
-16% -$42.4K 0.02% 740
2020
Q4 		$244K Hold
3,700
– – 0.02% 655
2020
Q3 		$243K Buy
+3,700
New +$218K 0.02% 599

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mid Atlantic Financial Management's ALC Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Alcon (ALC) stake by 11% in Q3 2021, selling an estimated $24K and leaving 2,544 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #817.

Mid Atlantic Financial Management first reported a position in ALC in Q3 2020 and has held it in 5 quarters since. The position peaked at $244K in Q4 2020. 574 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

  • Mid Atlantic Financial Management held 2,544 shares of Alcon worth $205K as of Q3 2021.
  • Mid Atlantic Financial Management sold 312 Alcon shares in Q3 2021, an estimated $24K.
  • Alcon made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #817 holding.
  • Mid Atlantic Financial Management first reported a position in Alcon in Q3 2020 and has held it in 5 quarters since.
  • Mid Atlantic Financial Management's Alcon position peaked at $244K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.