Advisory Research’s Albemarle ALB Stock Holding History

Advisory Research’s Portfolio ALB Stock Details ALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,269	Closed	-$492K	–	355
2022 Q4	$492K	Buy	2,269 +472	+26%	+$126K	0.05%	248
2022 Q3	$475K	Buy	1,797 +157	+10%	+$39.9K	0.05%	241
2022 Q2	$343K	Sell	1,640 -1,082	-40%	-$241K	0.03%	267
2022 Q1	$602K	Sell	2,722 -53	-2%	-$11.2K	0.05%	232
2021 Q4	$649K	Buy	2,775 +868	+46%	+$215K	0.05%	230
2021 Q3	$418K	Sell	1,907 -408	-18%	-$87.1K	0.03%	262
2021 Q2	$390K	Buy	+2,315	New	+$374K	0.03%	289
2018 Q4	–	Sell	-3,381	Closed	-$337K	–	364
2018 Q3	$337K	Buy	+3,381	New	+$327K	0.01%	333
2018 Q1	–	Sell	-6,887	Closed	-$881K	–	371
2017 Q4	$881K	Sell	6,887 -14,455	-68%	-$1.96M	0.01%	284
2017 Q3	$2.91M	Buy	21,342 +2,539	+14%	+$302K	0.05%	183
2017 Q2	$1.98M	Sell	18,803 -13,085	-41%	-$1.42M	0.03%	222
2017 Q1	$3.37M	Buy	31,888 +3,760	+13%	+$366K	0.05%	200
2016 Q4	$2.42M	Buy	+28,128	New	+$2.38M	0.04%	190

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Research's ALB Position: Q1 2023 in Review

Advisory Research sold out of Albemarle (ALB) in Q1 2023, closing a stake of 2,269 shares — an estimated $492K sold.

Advisory Research first reported a position in ALB in Q4 2016 and held it in 13 quarters. The position peaked at $3.37M in Q1 2017. 1,024 funds tracked by Wall St. Rank hold ALB as of Q1 2023.

Advisory Research reported no remaining Albemarle position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 2,269 Albemarle shares in Q1 2023, an estimated $492K.
Advisory Research first reported a position in Albemarle in Q4 2016 and held it in 13 quarters.
Advisory Research's Albemarle position peaked at $3.37M in Q1 2017.
1,024 funds tracked by Wall St. Rank held Albemarle as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.