Summit Financial’s Alcon ALC Stock Holding History

Summit Financial’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	-2,035	Closed	-$204K	–	637
2024 Q3	$204K	Buy	+2,035	New	+$191K	0.01%	523
2024 Q1	–	Sell	-2,620	Closed	-$205K	–	384
2023 Q4	$205K	Buy	2,620 +20	+0.8%	+$1.48K	0.01%	341
2023 Q3	$200K	Buy	+2,600	New	+$214K	0.01%	324

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

Summit Financial's ALC Position: Q4 2024 in Review

Summit Financial sold out of Alcon (ALC) in Q4 2024, closing a stake of 2,035 shares — an estimated $204K sold.

Summit Financial first reported a position in ALC in Q3 2023 and held it in 3 quarters. The position peaked at $205K in Q4 2023. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Summit Financial reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Summit Financial sold 2,035 Alcon shares in Q4 2024, an estimated $204K.
Summit Financial first reported a position in Alcon in Q3 2023 and held it in 3 quarters.
Summit Financial's Alcon position peaked at $205K in Q4 2023.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Summit Financial's 13F filing for Q4 2024, filed 12 Feb 2025.