Lee, Danner & Bass’s Alcon ALC Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,139	Closed	-$96.7K	–	234
2024 Q4	$96.7K	Buy	+1,139	New	+$103K	0.01%	275

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Lee, Danner & Bass's ALC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Alcon (ALC) in Q1 2025, closing a stake of 1,139 shares — an estimated $96.7K sold.

Lee, Danner & Bass first reported a position in ALC in Q4 2024 and held it in 1 quarter. The position peaked at $96.7K in Q4 2024. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

Lee, Danner & Bass reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,139 Alcon shares in Q1 2025, an estimated $96.7K.
Lee, Danner & Bass first reported a position in Alcon in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Alcon position peaked at $96.7K in Q4 2024.
659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.