Private Ocean’s Alcon ALC Stock Holding History

Private Ocean’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 Q1	–	Sell	-36	Closed	-$2.47K	–	617
2022 Q4	$2.47K	Buy	+36	New	+$2.3K	﹤0.01%	471
2021 Q2	–	Sell	-162	Closed	-$11K	–	524
2021 Q1	$11K	Sell	162 -78	-33%	-$5.52K	﹤0.01%	424
2020 Q4	$16K	Hold	240	–	–	﹤0.01%	336
2020 Q3	$14K	Hold	240	–	–	﹤0.01%	344
2020 Q2	$13K	Hold	240	–	–	﹤0.01%	332
2020 Q1	$12K	Hold	240	–	–	﹤0.01%	363
2019 Q4	$14K	Hold	240	–	–	﹤0.01%	360
2019 Q3	$14K	Sell	240 -45	-16%	-$2.7K	﹤0.01%	362
2019 Q2	$17K	Buy	+285	New	+$16.7K	﹤0.01%	299

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

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

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

Private Ocean's ALC Position: Q1 2023 in Review

Private Ocean sold out of Alcon (ALC) in Q1 2023, closing a stake of 36 shares — an estimated $2.47K sold.

Private Ocean first reported a position in ALC in Q2 2019 and held it in 9 quarters. The position peaked at $17K in Q2 2019. 591 funds tracked by Wall St. Rank hold ALC as of Q1 2023.

Private Ocean reported no remaining Alcon position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 36 Alcon shares in Q1 2023, an estimated $2.47K.
Private Ocean first reported a position in Alcon in Q2 2019 and held it in 9 quarters.
Private Ocean's Alcon position peaked at $17K in Q2 2019.
591 funds tracked by Wall St. Rank held Alcon as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.