Simon Quick Advisors’s Alcon ALC Stock Holding History

Simon Quick Advisors’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	–	Sell	-539	Closed	-$37K	–	418
2021 Q2	$37K	Hold	539	–	–	0.01%	286
2021 Q1	$37K	Hold	539	–	–	0.01%	297
2020 Q4	$36K	Buy	+539	New	+$33.7K	0.01%	276

Other funds holding ALC

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Simon Quick Advisors's ALC Position: Q3 2021 in Review

Simon Quick Advisors sold out of Alcon (ALC) in Q3 2021, closing a stake of 539 shares — an estimated $37K sold.

Simon Quick Advisors first reported a position in ALC in Q4 2020 and held it in 3 quarters. The position peaked at $37K in Q2 2021. 573 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

Simon Quick Advisors reported no remaining Alcon position as of Q3 2021 after selling out during the quarter.
Simon Quick Advisors sold 539 Alcon shares in Q3 2021, an estimated $37K.
Simon Quick Advisors first reported a position in Alcon in Q4 2020 and held it in 3 quarters.
Simon Quick Advisors's Alcon position peaked at $37K in Q2 2021.
573 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Simon Quick Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.