Schubert & Co’s Alcon ALC Stock Holding History

Schubert & Co’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 Q2	–	Sell	-44	Closed	-$3.1K	–	82
2023 Q1	$3.1K	Buy	44 +21	+91%	+$1.49K	﹤0.01%	693
2022 Q4	$1.58K	Sell	23 -33	-59%	-$2.1K	﹤0.01%	989
2022 Q3	$3K	Buy	56 +10	+22%	+$694	﹤0.01%	560
2022 Q2	$3K	Buy	+46	New	+$3.36K	﹤0.01%	520

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

Schubert & Co's ALC Position: Q2 2023 in Review

Schubert & Co sold out of Alcon (ALC) in Q2 2023, closing a stake of 44 shares — an estimated $3.1K sold.

Schubert & Co first reported a position in ALC in Q2 2022 and held it in 4 quarters. The position peaked at $3.1K in Q1 2023. 596 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

Schubert & Co reported no remaining Alcon position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 44 Alcon shares in Q2 2023, an estimated $3.1K.
Schubert & Co first reported a position in Alcon in Q2 2022 and held it in 4 quarters.
Schubert & Co's Alcon position peaked at $3.1K in Q1 2023.
596 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.