Ownership history in MACQUARIE GROUP LTD Β· 17 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in ALCON INC (ALC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACQUARIE GROUP LTD underperformed the S&P 500 by β12.0% annually on this ALC position. Timing score: 50% (8/16 decisions correct). Average cost basis: $71.85. Maximum drawdown during holding period: β27.5%.
β Significantly underperformed the S&P 500 by 12.0% ann.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $55.77 (2019 Q4) Β· Worst: $94.60 (2025 Q1)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 9 trims. Bought during 4 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size