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Tilia Fiduciary Partners’s Alcon ALC Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-33
Closed -$2.71K – 105
2023
Q2 		$2.71K Hold
33
– – ﹤0.01% 479
2023
Q1 		$2.33K Hold
33
– – ﹤0.01% 464
2022
Q4 		$2.26K Hold
33
– – ﹤0.01% 458
2022
Q3 		$2K Hold
33
– – ﹤0.01% 474
2022
Q2 		$2K Hold
33
– – ﹤0.01% 489
2022
Q1 		$3K Hold
33
– – ﹤0.01% 489
2021
Q4 		$3K Buy
+33
New +$2.72K ﹤0.01% 514

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tilia Fiduciary Partners's ALC Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Alcon (ALC) in Q3 2023, closing a stake of 33 shares — an estimated $2.71K sold.

Tilia Fiduciary Partners first reported a position in ALC in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 599 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Alcon position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 33 Alcon shares in Q3 2023, an estimated $2.71K.
  • Tilia Fiduciary Partners first reported a position in Alcon in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Alcon position peaked at $3K in Q1 2022.
  • 599 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.