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Newbridge Financial Services Group’s Alcon ALC Stock Holding History

Newbridge Financial Services Group’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
-180
Closed -$13.9K – 1132
2023
Q3 		$13.9K Sell
180
-50
-22% -$4.11K 0.01% 737
2023
Q2 		$18.9K Sell
230
-33
-13% -$2.52K 0.01% 716
2023
Q1 		$18.5K Hold
263
– – 0.01% 750
2022
Q4 		$18K Hold
263
– – 0.01% 752
2022
Q3 		$15K Hold
263
– – 0.01% 774
2022
Q2 		$18K Buy
263
+1
+0.4% +$73 0.01% 680
2022
Q1 		$21K Sell
262
-39
-13% -$3.02K 0.01% 713
2021
Q4 		$26K Buy
301
+72
+31% +$5.93K 0.01% 638
2021
Q3 		$18K Hold
229
– – 0.01% 689
2021
Q2 		$16K Hold
229
– – 0.01% 836
2021
Q1 		$16K Buy
+229
New +$16.2K 0.01% 742

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

Newbridge Financial Services Group's ALC Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Alcon (ALC) in Q4 2023, closing a stake of 180 shares — an estimated $13.9K sold.

Newbridge Financial Services Group first reported a position in ALC in Q1 2021 and held it in 11 quarters. The position peaked at $26K in Q4 2021. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Alcon position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 180 Alcon shares in Q4 2023, an estimated $13.9K.
  • Newbridge Financial Services Group first reported a position in Alcon in Q1 2021 and held it in 11 quarters.
  • Newbridge Financial Services Group's Alcon position peaked at $26K in Q4 2021.
  • 611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.