Simplicity Solutions’s Alcon ALC Stock Holding History

Simplicity Solutions’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 Q4	$243K	Sell	3,109 -33	-1%	-$2.44K	0.01%	901
2023 Q3	$242K	Sell	3,142 -194	-6%	-$15.9K	0.01%	833
2023 Q2	$274K	Sell	3,336 -396	-11%	-$30.2K	0.01%	862
2023 Q1	$263K	Buy	3,732 +234	+7%	+$16.7K	0.01%	903
2022 Q4	$240K	Buy	+3,498	New	+$223K	0.03%	560
2022 Q2	–	Sell	-2,901	Closed	-$230K	–	637
2022 Q1	$230K	Buy	+2,901	New	+$224K	0.03%	563
2019 Q4	–	Sell	-3,845	Closed	-$224K	–	829
2019 Q3	$224K	Sell	3,845 -139	-3%	-$8.34K	0.01%	655
2019 Q2	$247K	Buy	+3,984	New	+$234K	0.01%	563

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simplicity Solutions's ALC Position: Q4 2023 in Review

Simplicity Solutions reduced its Alcon (ALC) stake by 1.1% in Q4 2023, selling an estimated $2.44K and leaving 3,109 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #901.

Simplicity Solutions first reported a position in ALC in Q2 2019 and has held it in 8 quarters since. The position peaked at $274K in Q2 2023. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

Simplicity Solutions held 3,109 shares of Alcon worth $243K as of Q4 2023.
Simplicity Solutions sold 33 Alcon shares in Q4 2023, an estimated $2.44K.
Alcon made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #901 holding.
Simplicity Solutions first reported a position in Alcon in Q2 2019 and has held it in 8 quarters since.
Simplicity Solutions's Alcon position peaked at $274K in Q2 2023.
611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.