Sugarloaf Wealth Management’s Alcon ALC Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$940	Hold	11	–	–	﹤0.01%	653
2024 Q3	$1.11K	Sell	11 -15	-58%	-$1.41K	﹤0.01%	638
2024 Q2	$2.32K	Hold	26	–	–	﹤0.01%	581
2024 Q1	$2.17K	Hold	26	–	–	﹤0.01%	590
2023 Q4	$2.04K	Hold	26	–	–	﹤0.01%	600
2023 Q3	$2.01K	Hold	26	–	–	﹤0.01%	602
2023 Q2	$2.14K	Hold	26	–	–	﹤0.01%	609
2023 Q1	$1.84K	Sell	26 -52	-67%	-$3.7K	﹤0.01%	619
2022 Q4	$5.35K	Buy	78 +51	+189%	+$3.25K	﹤0.01%	573
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	696
2022 Q2	$8K	Buy	27 +1	+4%	+$73	﹤0.01%	544
2022 Q1	$2K	Sell	26 -1	-4%	-$77	﹤0.01%	633
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	661
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	676
2021 Q2	$2K	Buy	27 +1	+4%	+$71	﹤0.01%	665
2021 Q1	$2	Hold	26	–	–	﹤0.01%	659
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	624
2020 Q3	$1K	Sell	26 -29	-53%	-$1.71K	﹤0.01%	630
2020 Q2	$3K	Hold	55	–	–	﹤0.01%	561
2020 Q1	$3K	Hold	55	–	–	﹤0.01%	559
2019 Q4	$3K	Buy	+55	New	+$3.15K	﹤0.01%	591

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Sugarloaf Wealth Management's ALC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Alcon (ALC) position steady in Q4 2024 at 11 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Sugarloaf Wealth Management first reported a position in ALC in Q4 2019 and has held it in 21 quarters since. The position peaked at $8K in Q2 2022. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Sugarloaf Wealth Management held 11 shares of Alcon worth $940 as of Q4 2024.
Sugarloaf Wealth Management left its Alcon share count unchanged in Q4 2024.
Alcon made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #653 holding.
Sugarloaf Wealth Management first reported a position in Alcon in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Alcon position peaked at $8K in Q2 2022.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.