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Kula Investments’s Albemarle ALB Stock Holding History

Kula Investments’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
Q1 		$891K Buy
4,031
+1,107
+38% +$273K 0.22% 158
2022
Q4 		$634K Buy
+2,924
New +$779K 0.19% 152

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kula Investments's ALB Position: Q1 2023 in Review

Kula Investments increased its Albemarle (ALB) stake by 38% in Q1 2023, buying an estimated $273K and bringing the position to 4,031 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #158.

Kula Investments first reported a position in ALB in Q4 2022 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold ALB as of Q1 2023.

  • Kula Investments held 4,031 shares of Albemarle worth $891K as of Q1 2023.
  • Kula Investments bought 1,107 Albemarle shares in Q1 2023, an estimated $273K.
  • Albemarle made up 0.22% of Kula Investments's portfolio in Q1 2023, its #158 holding.
  • Kula Investments first reported a position in Albemarle in Q4 2022 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Albemarle as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.