Mine & Arao Wealth Creation & Management’s Alcon ALC Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-130	Closed	-$10.8K	–	90
2024 Q1	$10.8K	Hold	130	–	–	0.01%	209
2023 Q4	$10.2K	Hold	130	–	–	0.01%	211
2023 Q3	$10K	Hold	130	–	–	0.01%	210
2023 Q2	$10.7K	Hold	130	–	–	0.01%	216
2023 Q1	$9.17K	Hold	130	–	–	0.01%	227
2022 Q4	$8.91K	Hold	130	–	–	0.01%	225
2022 Q3	$8K	Hold	130	–	–	0.01%	238
2022 Q2	$9K	Hold	130	–	–	0.01%	231
2022 Q1	$10K	Hold	130	–	–	0.01%	227
2021 Q4	$11K	Buy	130 +90	+225%	+$7.41K	0.01%	225
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	257
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	252
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	242
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	244
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	250
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	221
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	217
2019 Q4	$2K	Buy	+40	New	+$2.29K	﹤0.01%	226

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's ALC Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Alcon (ALC) in Q2 2024, closing a stake of 130 shares — an estimated $10.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in ALC in Q4 2019 and held it in 18 quarters. The position peaked at $11K in Q4 2021. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 130 Alcon shares in Q2 2024, an estimated $10.8K.
Mine & Arao Wealth Creation & Management first reported a position in Alcon in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Alcon position peaked at $11K in Q4 2021.
632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.