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Disciplined Investments’s Albemarle ALB Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-8
Closed -$1.78K – 156
2023
Q2 		$1.78K Sell
8
-2
-20% -$409 ﹤0.01% 712
2023
Q1 		$2.21K Hold
10
– – ﹤0.01% 629
2022
Q4 		$2.17K Sell
10
-1
-9% -$267 ﹤0.01% 591
2022
Q3 		$3K Buy
11
+1
+10% +$254 ﹤0.01% 486
2022
Q2 		$2K Buy
10
+2
+25% +$446 ﹤0.01% 594
2022
Q1 		$2K Buy
+8
New +$1.69K ﹤0.01% 628

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Disciplined Investments's ALB Position: Q3 2023 in Review

Disciplined Investments sold out of Albemarle (ALB) in Q3 2023, closing a stake of 8 shares — an estimated $1.78K sold.

Disciplined Investments first reported a position in ALB in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 1,002 funds tracked by Wall St. Rank hold ALB as of Q3 2023.

  • Disciplined Investments reported no remaining Albemarle position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Albemarle shares in Q3 2023, an estimated $1.78K.
  • Disciplined Investments first reported a position in Albemarle in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Albemarle position peaked at $3K in Q3 2022.
  • 1,002 funds tracked by Wall St. Rank held Albemarle as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.