Perpetual Ltd’s Alcon ALC Stock Holding History

Perpetual Ltd’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
2023 Q3	–	Sell	-2,580,878	Closed	-$214M	–	446
2023 Q2	$214M	Sell	2,580,878 -141,857	-5%	-$10.8M	1.83%	20
2023 Q1	$193M	Buy	+2,722,735	New	+$194M	1.67%	19
2020 Q3	$5.81M	Buy	+101,945	New	+$6M	0.42%	100

Other funds holding ALC

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

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

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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Perpetual Ltd's ALC Position: Q3 2023 in Review

Perpetual Ltd sold out of Alcon (ALC) in Q3 2023, closing a stake of 2,580,878 shares — an estimated $214M sold.

Perpetual Ltd first reported a position in ALC in Q3 2020 and held it in 3 quarters. The position peaked at $214M in Q2 2023. 600 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

Perpetual Ltd reported no remaining Alcon position as of Q3 2023 after selling out during the quarter.
Perpetual Ltd sold 2,580,878 Alcon shares in Q3 2023, an estimated $214M.
Perpetual Ltd first reported a position in Alcon in Q3 2020 and held it in 3 quarters.
Perpetual Ltd's Alcon position peaked at $214M in Q2 2023.
600 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.