Next Financial Group’s Alcon ALC Stock Holding History

Next Financial 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
2021 Q4	$78K	Buy	891 +133	+18%	+$11K	0.01%	1290
2021 Q3	$62K	Buy	758 +140	+23%	+$10.8K	﹤0.01%	1315
2021 Q2	$44K	Buy	618 +19	+3%	+$1.35K	﹤0.01%	1434
2021 Q1	$42K	Buy	599 +105	+21%	+$7.43K	﹤0.01%	1341
2020 Q4	$33K	Buy	494 +61	+14%	+$3.82K	﹤0.01%	1336
2020 Q3	$25K	Buy	+433	New	+$25.5K	﹤0.01%	1326
2020 Q2	–	Sell	-433	Closed	-$22K	–	630
2020 Q1	$22K	Buy	433 +109	+34%	+$6.27K	﹤0.01%	1227
2019 Q4	$18K	Sell	324 -121	-27%	-$6.93K	﹤0.01%	1558
2019 Q3	$26K	Sell	445 -309	-41%	-$18.5K	﹤0.01%	1337
2019 Q2	$47K	Buy	+754	New	+$44.3K	0.01%	1183

Other funds holding ALC

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Next Financial Group's ALC Position: Q4 2021 in Review

Next Financial Group increased its Alcon (ALC) stake by 18% in Q4 2021, buying an estimated $11K and bringing the position to 891 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #1290.

Next Financial Group first reported a position in ALC in Q2 2019 and has held it in 10 quarters since. 624 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

Next Financial Group held 891 shares of Alcon worth $78K as of Q4 2021.
Next Financial Group bought 133 Alcon shares in Q4 2021, an estimated $11K.
Alcon made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1290 holding.
Next Financial Group first reported a position in Alcon in Q2 2019 and has held it in 10 quarters since.
624 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.