Kaizen Advisory’s Albemarle ALB Stock Holding History

Kaizen Advisory’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
2018 Q4	$20K	Buy	260 +23	+10%	+$2.17K	0.01%	511
2018 Q3	$24K	Hold	237	–	–	0.01%	492
2018 Q2	$22K	Buy	237 +134	+130%	+$12.9K	0.01%	501
2018 Q1	$10K	Hold	103	–	–	0.01%	475
2017 Q4	$13K	Buy	+103	New	+$14K	0.01%	407

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Kaizen Advisory's ALB Position: Q4 2018 in Review

Kaizen Advisory increased its Albemarle (ALB) stake by 9.7% in Q4 2018, buying an estimated $2.17K and bringing the position to 260 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #511.

Kaizen Advisory first reported a position in ALB in Q4 2017 and has held it in 5 quarters since. The position peaked at $24K in Q3 2018. 575 funds tracked by Wall St. Rank hold ALB as of Q4 2018.

Kaizen Advisory held 260 shares of Albemarle worth $20K as of Q4 2018.
Kaizen Advisory bought 23 Albemarle shares in Q4 2018, an estimated $2.17K.
Albemarle made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #511 holding.
Kaizen Advisory first reported a position in Albemarle in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Albemarle position peaked at $24K in Q3 2018.
575 funds tracked by Wall St. Rank held Albemarle as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.