PYA Waltman Capital’s Alcon ALC Stock Holding History

PYA Waltman Capital’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	-15	Closed	-$1K	–	70
2022 Q3	$1K	Sell	15 -3	-17%	-$208	﹤0.01%	181
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	189
2022 Q1	$1K	Sell	18 -4	-18%	-$309	﹤0.01%	186
2021 Q4	$2K	Buy	+22	New	+$1.81K	﹤0.01%	175

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

PYA Waltman Capital's ALC Position: Q4 2022 in Review

PYA Waltman Capital sold out of Alcon (ALC) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

PYA Waltman Capital first reported a position in ALC in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

PYA Waltman Capital reported no remaining Alcon position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 15 Alcon shares in Q4 2022, an estimated $1K.
PYA Waltman Capital first reported a position in Alcon in Q4 2021 and held it in 4 quarters.
PYA Waltman Capital's Alcon position peaked at $2K in Q4 2021.
586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.