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Estate Counselors’s Albemarle ALB Stock Holding History

Estate Counselors’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
2024
Q3 		– Sell
-13,235
Closed -$1.26M – 111
2024
Q2 		$1.26M Sell
13,235
-115
-0.9% -$13.7K 0.14% 77
2024
Q1 		$1.76M Buy
+13,350
New +$1.64M 0.2% 55
2023
Q3 		– Sell
-4,815
Closed -$1.07M – 125
2023
Q2 		$1.07M Hold
4,815
– – 0.14% 105
2023
Q1 		$1.06M Buy
+4,815
New +$1.19M 0.14% 99

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Estate Counselors's ALB Position: Q3 2024 in Review

Estate Counselors sold out of Albemarle (ALB) in Q3 2024, closing a stake of 13,235 shares — an estimated $1.26M sold.

Estate Counselors first reported a position in ALB in Q1 2023 and held it in 4 quarters. The position peaked at $1.76M in Q1 2024. 802 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • Estate Counselors reported no remaining Albemarle position as of Q3 2024 after selling out during the quarter.
  • Estate Counselors sold 13,235 Albemarle shares in Q3 2024, an estimated $1.26M.
  • Estate Counselors first reported a position in Albemarle in Q1 2023 and held it in 4 quarters.
  • Estate Counselors's Albemarle position peaked at $1.76M in Q1 2024.
  • 802 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on Estate Counselors's 13F filing for Q3 2024, filed 12 Nov 2024.