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Milestone Investment Advisors’s Alcon ALC Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-1,232
Closed -$94.9K – 139
2023
Q3 		$94.9K Buy
+1,232
New +$101K 0.03% 149
2023
Q2 		– Sell
-1,232
Closed -$86.9K – 135
2023
Q1 		$86.9K Buy
+1,232
New +$87.7K 0.03% 160

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

Milestone Investment Advisors's ALC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Alcon (ALC) in Q4 2023, closing a stake of 1,232 shares — an estimated $94.9K sold.

Milestone Investment Advisors first reported a position in ALC in Q1 2023 and held it in 2 quarters. The position peaked at $94.9K in Q3 2023. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Alcon position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,232 Alcon shares in Q4 2023, an estimated $94.9K.
  • Milestone Investment Advisors first reported a position in Alcon in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Alcon position peaked at $94.9K in Q3 2023.
  • 611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.