Synergy Investment Management’s Alcon ALC Stock Holding History

Synergy Investment Management’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	-8	Closed	-$679	–	600
2024 Q4	$679	Buy	+8	New	+$721	﹤0.01%	613

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

Synergy Investment Management's ALC Position: Q1 2025 in Review

Synergy Investment Management sold out of Alcon (ALC) in Q1 2025, closing a stake of 8 shares — an estimated $679 sold.

Synergy Investment Management first reported a position in ALC in Q4 2024 and held it in 1 quarter. The position peaked at $679 in Q4 2024. 659 funds tracked by Wall St. Rank hold ALC as of Q1 2025.

Synergy Investment Management reported no remaining Alcon position as of Q1 2025 after selling out during the quarter.
Synergy Investment Management sold 8 Alcon shares in Q1 2025, an estimated $679.
Synergy Investment Management first reported a position in Alcon in Q4 2024 and held it in 1 quarter.
Synergy Investment Management's Alcon position peaked at $679 in Q4 2024.
659 funds tracked by Wall St. Rank held Alcon as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.