Oarsman Capital’s Alcon ALC Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-855	Closed	-$72.6K	–	253
2024 Q4	$72.6K	Hold	855	–	–	0.01%	383
2024 Q3	$85.6K	Buy	+855	New	+$80.4K	0.02%	365
2020 Q1	–	Sell	-4,053	Closed	-$229K	–	119
2019 Q4	$229K	Sell	4,053 -506	-11%	-$29K	0.1%	167
2019 Q3	$266K	Sell	4,559 -47	-1%	-$2.82K	0.13%	154
2019 Q2	$286K	Buy	+4,606	New	+$270K	0.13%	148

Other funds holding ALC

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

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

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

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

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Oarsman Capital's ALC Position: Q1 2025 in Review

Oarsman Capital sold out of Alcon (ALC) in Q1 2025, closing a stake of 855 shares — an estimated $72.6K sold.

Oarsman Capital first reported a position in ALC in Q2 2019 and held it in 5 quarters. The position peaked at $286K in Q2 2019. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

Oarsman Capital reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 855 Alcon shares in Q1 2025, an estimated $72.6K.
Oarsman Capital first reported a position in Alcon in Q2 2019 and held it in 5 quarters.
Oarsman Capital's Alcon position peaked at $286K in Q2 2019.
659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.