Peapack-Gladstone Financial Corp’s Alcon ALC Stock Holding History

Peapack-Gladstone Financial Corp’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 Q3	–	Sell	-2,640	Closed	-$233K	–	677
2025 Q2	$233K	Buy	2,640 +3	+0.1%	+$269	﹤0.01%	602
2025 Q1	$250K	Buy	2,637 +69	+3%	+$6.19K	﹤0.01%	591
2024 Q4	$218K	Sell	2,568 -53	-2%	-$4.78K	﹤0.01%	633
2024 Q3	$262K	Buy	2,621 +78	+3%	+$7.34K	﹤0.01%	603
2024 Q2	$227K	Buy	2,543 +14	+0.6%	+$1.2K	﹤0.01%	612
2024 Q1	$211K	Buy	+2,529	New	+$203K	﹤0.01%	646
2022 Q2	–	Sell	-2,656	Closed	-$211K	–	655
2022 Q1	$211K	Buy	2,656 +73	+3%	+$5.64K	﹤0.01%	632
2021 Q4	$225K	Sell	2,583 -148	-5%	-$12.2K	﹤0.01%	617
2021 Q3	$220K	Buy	+2,731	New	+$210K	﹤0.01%	609
2020 Q3	–	Sell	-5,448	Closed	-$312K	–	379
2020 Q2	$312K	Sell	5,448 -65	-1%	-$3.68K	0.01%	311
2020 Q1	$280K	Sell	5,513 -4,282	-44%	-$246K	0.01%	309
2019 Q4	$554K	Buy	9,795 +1	+0%	+$57	0.02%	251
2019 Q3	$571K	Sell	9,794 -565	-5%	-$33.9K	0.02%	246
2019 Q2	$643K	Buy	+10,359	New	+$608K	0.03%	240

Other funds holding ALC

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

Fidelity Investments

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

Aristotle Capital Management

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

T. Rowe Price Associates

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

Bank of New York Mellon

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

Zurich Cantonal Bank

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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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