Tarbox Family Office’s Alcon ALC Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-37	Closed	-$3K	–	142
2022 Q1	$3K	Hold	37	–	–	﹤0.01%	646
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	735
2021 Q3	$3K	Hold	37	–	–	﹤0.01%	753
2021 Q2	$3K	Buy	+37	New	+$2.64K	﹤0.01%	769

Other funds holding ALC

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Tarbox Family Office's ALC Position: Q2 2022 in Review

Tarbox Family Office sold out of Alcon (ALC) in Q2 2022, closing a stake of 37 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in ALC in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 611 funds tracked by Wall St. Rank hold ALC as of Q2 2022.

Tarbox Family Office reported no remaining Alcon position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 37 Alcon shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in Alcon in Q2 2021 and held it in 4 quarters.
Tarbox Family Office's Alcon position peaked at $3K in Q1 2022.
611 funds tracked by Wall St. Rank held Alcon as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.