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Wedgewood Partners’s Alcon ALC Stock Holding History

Wedgewood 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
2021
Q3 		– Sell
-54,875
Closed -$3.85M – 41
2021
Q2 		$3.85M Sell
54,875
-217,262
-80% -$15.5M 0.56% 23
2021
Q1 		$19.1M Sell
272,137
-17,361
-6% -$1.23M 2.94% 17
2020
Q4 		$19.1M Sell
289,498
-16,162
-5% -$1.01M 2.84% 17
2020
Q3 		$17.4M Sell
305,660
-14,682
-5% -$864K 2.75% 17
2020
Q2 		$18.4M Sell
320,342
-22,900
-7% -$1.3M 3.11% 14
2020
Q1 		$17.4M Sell
343,242
-122,493
-26% -$7.04M 3.31% 13
2019
Q4 		$26.3M Sell
465,735
-186,632
-29% -$10.7M 2.67% 16
2019
Q3 		$38M Buy
652,367
+201,343
+45% +$12.1M 3.37% 15
2019
Q2 		$28M Buy
+451,024
New +$26.5M 2.37% 17

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wedgewood Partners's ALC Position: Q3 2021 in Review

Wedgewood Partners sold out of Alcon (ALC) in Q3 2021, closing a stake of 54,875 shares — an estimated $3.85M sold.

Wedgewood Partners first reported a position in ALC in Q2 2019 and held it in 9 quarters. The position peaked at $38M in Q3 2019. 573 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

  • Wedgewood Partners reported no remaining Alcon position as of Q3 2021 after selling out during the quarter.
  • Wedgewood Partners sold 54,875 Alcon shares in Q3 2021, an estimated $3.85M.
  • Wedgewood Partners first reported a position in Alcon in Q2 2019 and held it in 9 quarters.
  • Wedgewood Partners's Alcon position peaked at $38M in Q3 2019.
  • 573 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Wedgewood Partners's 13F filing for Q3 2021, filed 12 Nov 2021.