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Evercore Wealth Management’s Albemarle ALB Stock Holding History

Evercore Wealth 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
2021
Q1 		– Sell
-1,869
Closed -$276K – 428
2020
Q4 		$276K Buy
+1,869
New +$222K 0.01% 371
2018
Q4 		– Sell
-2,020
Closed -$202K – 371
2018
Q3 		$202K Buy
+2,020
New +$195K 0.01% 405
2018
Q1 		– Sell
-2,020
Closed -$258K – 365
2017
Q4 		$258K Hold
2,020
– – 0.01% 326
2017
Q3 		$275K Hold
2,020
– – 0.01% 325
2017
Q2 		$213K Buy
2,020
+1,775
+724% +$193K 0.01% 356
2017
Q1 		$26K Buy
+245
New +$23.8K ﹤0.01% 714

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Evercore Wealth Management's ALB Position: Q1 2021 in Review

Evercore Wealth Management sold out of Albemarle (ALB) in Q1 2021, closing a stake of 1,869 shares — an estimated $276K sold.

Evercore Wealth Management first reported a position in ALB in Q1 2017 and held it in 6 quarters. The position peaked at $276K in Q4 2020. 721 funds tracked by Wall St. Rank hold ALB as of Q1 2021.

  • Evercore Wealth Management reported no remaining Albemarle position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 1,869 Albemarle shares in Q1 2021, an estimated $276K.
  • Evercore Wealth Management first reported a position in Albemarle in Q1 2017 and held it in 6 quarters.
  • Evercore Wealth Management's Albemarle position peaked at $276K in Q4 2020.
  • 721 funds tracked by Wall St. Rank held Albemarle as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.