Steward Financial Group’s Alcon ALC Stock Holding History

Steward Financial Group’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 Q3	$6K	Buy	+86	New	+$7.07K	﹤0.01%	525
2023 Q2	–	Sell	-18	Closed	-$1K	–	427
2023 Q1	$1K	Hold	18	–	–	﹤0.01%	562
2022 Q4	$1K	Buy	+18	New	+$1.15K	﹤0.01%	372
2022 Q3	–	Sell	-18	Closed	-$1K	–	95
2022 Q2	$1K	Buy	+18	New	+$1.31K	﹤0.01%	646

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Steward Financial Group's ALC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Alcon (ALC) in Q3 2023: 86 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ALC as recently as Q1 2023.

Steward Financial Group first reported a position in ALC in Q2 2022 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

Steward Financial Group held 86 shares of Alcon worth $6K as of Q3 2023.
Alcon was a new Steward Financial Group position in Q3 2023.
Alcon made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #525 holding.
Steward Financial Group first reported a position in Alcon in Q2 2022 and has held it in 4 quarters since.
599 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.