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Tortoise Investment Management’s Alcon ALC Stock Holding History

Tortoise Investment 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
Q3 		– Sell
-34
Closed -$3.03K – 885
2024
Q2 		$3.03K Hold
34
– – ﹤0.01% 728
2024
Q1 		$2.83K Buy
34
+6
+21% +$481 ﹤0.01% 731
2023
Q4 		$2.19K Hold
28
– – ﹤0.01% 698
2023
Q3 		$2.16K Hold
28
– – ﹤0.01% 690
2023
Q2 		$2.3K Hold
28
– – ﹤0.01% 682
2023
Q1 		$1.98K Hold
28
– – ﹤0.01% 694
2022
Q4 		$1.92K Hold
28
– – ﹤0.01% 697
2022
Q3 		$2K Sell
28
-37
-57% -$2.57K ﹤0.01% 672
2022
Q2 		$5K Buy
+65
New +$4.74K ﹤0.01% 579

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tortoise Investment Management's ALC Position: Q3 2024 in Review

Tortoise Investment Management sold out of Alcon (ALC) in Q3 2024, closing a stake of 34 shares — an estimated $3.03K sold.

Tortoise Investment Management first reported a position in ALC in Q2 2022 and held it in 9 quarters. The position peaked at $5K in Q2 2022. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

  • Tortoise Investment Management reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 34 Alcon shares in Q3 2024, an estimated $3.03K.
  • Tortoise Investment Management first reported a position in Alcon in Q2 2022 and held it in 9 quarters.
  • Tortoise Investment Management's Alcon position peaked at $5K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.