The Family Firm’s Alcon ALC Stock Holding History

The Family Firm’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 Q3	–	Sell	-80	Closed	-$7.13K	–	229
2024 Q2	$7.13K	Buy	+80	New	+$6.83K	﹤0.01%	711

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

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

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

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

The Family Firm's ALC Position: Q3 2024 in Review

The Family Firm sold out of Alcon (ALC) in Q3 2024, closing a stake of 80 shares — an estimated $7.13K sold.

The Family Firm first reported a position in ALC in Q2 2024 and held it in 1 quarter. The position peaked at $7.13K in Q2 2024. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

The Family Firm reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 80 Alcon shares in Q3 2024, an estimated $7.13K.
The Family Firm first reported a position in Alcon in Q2 2024 and held it in 1 quarter.
The Family Firm's Alcon position peaked at $7.13K in Q2 2024.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.