Stonegate Investment Group’s Alcon ALC Stock Holding History

Stonegate Investment 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	-2,317	Closed	-$232K	–	396
2024 Q3	$232K	Sell	2,317 -729	-24%	-$68.6K	0.01%	318
2024 Q2	$271K	Buy	3,046 +361	+13%	+$30.8K	0.01%	283
2024 Q1	$224K	Sell	2,685 -12	-0.4%	-$963	0.01%	299
2023 Q4	$211K	Buy	+2,697	New	+$199K	0.01%	283
2022 Q1	–	Sell	-2,327	Closed	-$203K	–	300
2021 Q4	$203K	Buy	+2,327	New	+$192K	0.01%	251

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

Stonegate Investment Group's ALC Position: Q4 2024 in Review

Stonegate Investment Group sold out of Alcon (ALC) in Q4 2024, closing a stake of 2,317 shares — an estimated $232K sold.

Stonegate Investment Group first reported a position in ALC in Q4 2021 and held it in 5 quarters. The position peaked at $271K in Q2 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Stonegate Investment Group reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Stonegate Investment Group sold 2,317 Alcon shares in Q4 2024, an estimated $232K.
Stonegate Investment Group first reported a position in Alcon in Q4 2021 and held it in 5 quarters.
Stonegate Investment Group's Alcon position peaked at $271K in Q2 2024.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Stonegate Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.