Delta Financial Group’s Alcon ALC Stock Holding History

Delta Financial Group’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 Q4	–	Sell	-2,033	Closed	-$203K	–	253
2024 Q3	$203K	Buy	+2,033	New	+$191K	0.08%	132

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Delta Financial Group's ALC Position: Q4 2024 in Review

Delta Financial Group sold out of Alcon (ALC) in Q4 2024, closing a stake of 2,033 shares — an estimated $203K sold.

Delta Financial Group first reported a position in ALC in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Delta Financial Group reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Delta Financial Group sold 2,033 Alcon shares in Q4 2024, an estimated $203K.
Delta Financial Group first reported a position in Alcon in Q3 2024 and held it in 1 quarter.
Delta Financial Group's Alcon position peaked at $203K in Q3 2024.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Delta Financial Group's 13F filing for Q4 2024, filed 4 Feb 2025.