Kelly Financial Services’s Alcon ALC Stock Holding History

Kelly Financial Services’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	-409	Closed	-$36.4K	–	136
2024 Q2	$36.4K	Buy	409 +1	+0.2%	+$85	0.01%	259
2024 Q1	$34K	Hold	408	–	–	0.01%	266
2023 Q4	$31.9K	Hold	408	–	–	0.01%	256
2023 Q3	$31.5K	Buy	408 +88	+28%	+$7.24K	0.01%	233
2023 Q2	$26.3K	Buy	320 +58	+22%	+$4.43K	0.01%	258
2023 Q1	$18.5K	Hold	262	–	–	0.01%	281
2022 Q4	$17.9K	Hold	262	–	–	0.01%	273
2022 Q3	$15.2K	Hold	262	–	–	0.01%	281
2022 Q2	$18.3K	Buy	262 +1	+0.4%	+$73	0.01%	263
2022 Q1	$20.7K	Hold	261	–	–	0.01%	268
2021 Q4	$22.8K	Hold	261	–	–	0.01%	255
2021 Q3	$21K	Sell	261 -18,095	-99%	-$1.39M	0.01%	256
2021 Q2	$261K	Buy	18,356 +18,095	+6,933%	+$1.29M	0.01%	267
2021 Q1	$18.3K	Buy	+261	New	+$18.5K	0.01%	232

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

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

Norges Bank Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kelly Financial Services's ALC Position: Q3 2024 in Review

Kelly Financial Services sold out of Alcon (ALC) in Q3 2024, closing a stake of 409 shares — an estimated $36.4K sold.

Kelly Financial Services first reported a position in ALC in Q1 2021 and held it in 14 quarters. The position peaked at $261K in Q2 2021. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

Kelly Financial Services reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 409 Alcon shares in Q3 2024, an estimated $36.4K.
Kelly Financial Services first reported a position in Alcon in Q1 2021 and held it in 14 quarters.
Kelly Financial Services's Alcon position peaked at $261K in Q2 2021.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.