Okabena Investment Services’s Alcon ALC Stock Holding History

Okabena Investment Services’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
2022 Q2	–	Sell	-126	Closed	-$10K	–	169
2022 Q1	$10K	Hold	126	–	–	﹤0.01%	170
2021 Q4	$11K	Buy	+126	New	+$10.4K	﹤0.01%	184

Other funds holding ALC

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

Okabena Investment Services's ALC Position: Q2 2022 in Review

Okabena Investment Services sold out of Alcon (ALC) in Q2 2022, closing a stake of 126 shares — an estimated $10K sold.

Okabena Investment Services first reported a position in ALC in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 611 funds tracked by Wall St. Rank hold ALC as of Q2 2022.

Okabena Investment Services reported no remaining Alcon position as of Q2 2022 after selling out during the quarter.
Okabena Investment Services sold 126 Alcon shares in Q2 2022, an estimated $10K.
Okabena Investment Services first reported a position in Alcon in Q4 2021 and held it in 2 quarters.
Okabena Investment Services's Alcon position peaked at $11K in Q4 2021.
611 funds tracked by Wall St. Rank held Alcon as of Q2 2022.

Based on Okabena Investment Services's 13F filing for Q2 2022, filed 11 Aug 2022.