Security National Trust’s Alcon ALC Stock Holding History

Security National Trust’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
2021 Q3	$77K	Hold	1,090	–	–	0.02%	233
2021 Q2	$77K	Hold	1,090	–	–	0.02%	242
2021 Q1	$76K	Hold	1,090	–	–	0.02%	243
2020 Q4	$72K	Buy	1,090 +500	+85%	+$31.3K	0.02%	240
2020 Q3	$34K	Sell	590 -10	-2%	-$588	0.01%	275
2020 Q2	$34K	Buy	600 +47	+8%	+$2.66K	0.01%	279
2020 Q1	$28K	Buy	553 +63	+13%	+$3.62K	0.01%	281
2019 Q4	$28K	Buy	490 +220	+81%	+$12.6K	0.01%	293
2019 Q3	$16K	Sell	270 -40	-13%	-$2.4K	0.01%	299
2019 Q2	$19K	Buy	+310	New	+$18.2K	0.01%	292

Other funds holding ALC

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Security National Trust's ALC Position: Q3 2021 in Review

Security National Trust held its Alcon (ALC) position steady in Q3 2021 at 1,090 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #233.

Security National Trust first reported a position in ALC in Q2 2019 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

Security National Trust held 1,090 shares of Alcon worth $77K as of Q3 2021.
Security National Trust left its Alcon share count unchanged in Q3 2021.
Alcon made up 0.02% of Security National Trust's portfolio in Q3 2021, its #233 holding.
Security National Trust first reported a position in Alcon in Q2 2019 and has held it in 10 quarters since.
574 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.