EFG Asset Management’s Albemarle ALB Stock Holding History

EFG Asset Management’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 Q2	–	Sell	-4,598	Closed	-$1.02M	–	192
2023 Q1	$1.02M	Sell	4,598 -786	-15%	-$194K	0.22%	150
2022 Q4	$1.17M	Sell	5,384 -105	-2%	-$28K	0.26%	137
2022 Q3	$1.45M	Sell	5,489 -955	-15%	-$243K	0.34%	107
2022 Q2	$1.35M	Sell	6,444 -985	-13%	-$220K	0.28%	113
2022 Q1	$1.64M	Sell	7,429 -678	-8%	-$143K	0.25%	127
2021 Q4	$1.9M	Buy	+8,107	New	+$2.01M	0.25%	118

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

EFG Asset Management's ALB Position: Q2 2023 in Review

EFG Asset Management sold out of Albemarle (ALB) in Q2 2023, closing a stake of 4,598 shares — an estimated $1.02M sold.

EFG Asset Management first reported a position in ALB in Q4 2021 and held it in 6 quarters. The position peaked at $1.9M in Q4 2021. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

EFG Asset Management reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
EFG Asset Management sold 4,598 Albemarle shares in Q2 2023, an estimated $1.02M.
EFG Asset Management first reported a position in Albemarle in Q4 2021 and held it in 6 quarters.
EFG Asset Management's Albemarle position peaked at $1.9M in Q4 2021.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on EFG Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.