Plante Moran Financial Advisors’s Alcon ALC Stock Holding History

Plante Moran Financial 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
2022 Q4	–	Sell	-33	Closed	-$2K	–	861
2022 Q3	$2K	Sell	33 -46	-58%	-$3.19K	﹤0.01%	770
2022 Q2	$6K	Buy	+79	New	+$5.76K	﹤0.01%	675
2021 Q4	–	Sell	-100	Closed	-$8K	–	994
2021 Q3	$8K	Buy	+100	New	+$7.7K	﹤0.01%	721
2021 Q2	–	Sell	-38	Closed	-$3K	–	942
2021 Q1	$3K	Hold	38	–	–	﹤0.01%	843
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	737
2020 Q3	$2K	Hold	38	–	–	﹤0.01%	765
2020 Q2	$2K	Hold	38	–	–	﹤0.01%	654
2020 Q1	$2K	Hold	38	–	–	﹤0.01%	636
2019 Q4	$2K	Sell	38 -163	-81%	-$9.34K	﹤0.01%	675
2019 Q3	$12K	Sell	201 -31	-13%	-$1.86K	﹤0.01%	559
2019 Q2	$14K	Buy	+232	New	+$13.6K	﹤0.01%	521

Other funds holding ALC

Jennison Associates New York $145B AUM 34.61% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Plante Moran Financial Advisors's ALC Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Alcon (ALC) in Q4 2022, closing a stake of 33 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in ALC in Q2 2019 and held it in 11 quarters. The position peaked at $14K in Q2 2019. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Alcon position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 33 Alcon shares in Q4 2022, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Alcon in Q2 2019 and held it in 11 quarters.
Plante Moran Financial Advisors's Alcon position peaked at $14K in Q2 2019.
586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.