Perennial Advisors’s Alcon ALC Stock Holding History

Perennial Advisors’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 Q3	–	Sell	-1,007	Closed	-$71K	–	92
2021 Q2	$71K	Sell	1,007 -91	-8%	-$6.48K	0.02%	131
2021 Q1	$77K	Sell	1,098 -13	-1%	-$920	0.02%	120
2020 Q4	$73K	Buy	+1,111	New	+$69.5K	0.03%	116
2020 Q3	–	Sell	-1,606	Closed	-$92K	–	83
2020 Q2	$92K	Buy	+1,606	New	+$90.9K	0.04%	98

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Perennial Advisors's ALC Position: Q3 2021 in Review

Perennial Advisors sold out of Alcon (ALC) in Q3 2021, closing a stake of 1,007 shares — an estimated $71K sold.

Perennial Advisors first reported a position in ALC in Q2 2020 and held it in 4 quarters. The position peaked at $92K in Q2 2020. 573 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

Perennial Advisors reported no remaining Alcon position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 1,007 Alcon shares in Q3 2021, an estimated $71K.
Perennial Advisors first reported a position in Alcon in Q2 2020 and held it in 4 quarters.
Perennial Advisors's Alcon position peaked at $92K in Q2 2020.
573 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.