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Shine Investment Advisory Services’s Alcon ALC Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$167K Hold
2,941
– – 0.06% 140
2020
Q2 		$169K Sell
2,941
-719
-20% -$40.7K 0.06% 132
2020
Q1 		$186K Sell
3,660
-260
-7% -$14.9K 0.09% 117
2019
Q4 		$222K Buy
3,920
+1,296
+49% +$74.2K 0.09% 120
2019
Q3 		$153K Buy
2,624
+229
+10% +$13.7K 0.07% 128
2019
Q2 		$149K Buy
+2,395
New +$141K 0.07% 135

Other funds holding ALC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Shine Investment Advisory Services's ALC Position: Q3 2020 in Review

Shine Investment Advisory Services held its Alcon (ALC) position steady in Q3 2020 at 2,941 shares worth $167K. The position accounts for 0.06% of the portfolio, ranked #140.

Shine Investment Advisory Services first reported a position in ALC in Q2 2019 and has held it in 6 quarters since. The position peaked at $222K in Q4 2019. 538 funds tracked by Wall St. Rank hold ALC as of Q3 2020.

  • Shine Investment Advisory Services held 2,941 shares of Alcon worth $167K as of Q3 2020.
  • Shine Investment Advisory Services left its Alcon share count unchanged in Q3 2020.
  • Alcon made up 0.06% of Shine Investment Advisory Services's portfolio in Q3 2020, its #140 holding.
  • Shine Investment Advisory Services first reported a position in Alcon in Q2 2019 and has held it in 6 quarters since.
  • Shine Investment Advisory Services's Alcon position peaked at $222K in Q4 2019.
  • 538 funds tracked by Wall St. Rank held Alcon as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.