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Essex Financial Services’s Albemarle ALB Stock Holding History

Essex Financial Services’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
2022
Q3 		– Sell
-1,172
Closed -$245K – 456
2022
Q2 		$245K Buy
+1,172
New +$261K 0.03% 416

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Financial Services's ALB Position: Q3 2022 in Review

Essex Financial Services sold out of Albemarle (ALB) in Q3 2022, closing a stake of 1,172 shares — an estimated $245K sold.

Essex Financial Services first reported a position in ALB in Q2 2022 and held it in 1 quarter. The position peaked at $245K in Q2 2022. 966 funds tracked by Wall St. Rank hold ALB as of Q3 2022.

  • Essex Financial Services reported no remaining Albemarle position as of Q3 2022 after selling out during the quarter.
  • Essex Financial Services sold 1,172 Albemarle shares in Q3 2022, an estimated $245K.
  • Essex Financial Services first reported a position in Albemarle in Q2 2022 and held it in 1 quarter.
  • Essex Financial Services's Albemarle position peaked at $245K in Q2 2022.
  • 966 funds tracked by Wall St. Rank held Albemarle as of Q3 2022.

Based on Essex Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.