Berman Capital Advisors’s Albemarle ALB Stock Holding History

Berman Capital Advisors’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
2021 Q3	$165K	Buy	756 +293	+63%	+$62.6K	0.03%	307
2021 Q2	$77K	Buy	463 +274	+145%	+$44.2K	0.01%	445
2021 Q1	$27K	Sell	189 -1,403	-88%	-$225K	0.01%	684
2020 Q4	$234K	Sell	1,592 -350	-18%	-$41.6K	0.06%	145
2020 Q3	$172K	Sell	1,942 -1,200	-38%	-$106K	0.05%	162
2020 Q2	$242K	Sell	3,142 -890	-22%	-$60.5K	0.06%	123
2020 Q1	$226K	Buy	4,032 +749	+23%	+$57.4K	0.07%	109
2019 Q4	$238K	Buy	3,283 +3,200	+3,855%	+$214K	0.07%	120
2019 Q3	$5K	Sell	83 -11	-12%	-$749	﹤0.01%	927
2019 Q2	$6K	Buy	+94	New	+$6.94K	﹤0.01%	886
2019 Q1	–	Sell	-5	Closed	-$409	–	1336
2018 Q4	$0	Buy	+5	New	+$472	﹤0.01%	1119

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

Berman Capital Advisors's ALB Position: Q3 2021 in Review

Berman Capital Advisors increased its Albemarle (ALB) stake by 63% in Q3 2021, buying an estimated $62.6K and bringing the position to 756 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #307.

Berman Capital Advisors first reported a position in ALB in Q4 2018 and has held it in 11 quarters since. The position peaked at $242K in Q2 2020. 796 funds tracked by Wall St. Rank hold ALB as of Q3 2021.

Berman Capital Advisors held 756 shares of Albemarle worth $165K as of Q3 2021.
Berman Capital Advisors bought 293 Albemarle shares in Q3 2021, an estimated $62.6K.
Albemarle made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #307 holding.
Berman Capital Advisors first reported a position in Albemarle in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Albemarle position peaked at $242K in Q2 2020.
796 funds tracked by Wall St. Rank held Albemarle as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.