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Lenox Wealth Management’s Albemarle ALB Stock Holding History

Lenox 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
2020
Q2 		$3K Hold
50
– – ﹤0.01% 579
2020
Q1 		$2K Buy
+50
New +$3.83K ﹤0.01% 598
2018
Q1 		– Sell
-255
Closed -$33K – 479
2017
Q4 		$33K Sell
255
-45
-15% -$6.1K 0.01% 261
2017
Q3 		$40K Buy
300
+79
+36% +$9.39K 0.01% 246
2017
Q2 		$23K Buy
+221
New +$24K 0.01% 287

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Lenox Wealth Management's ALB Position: Q2 2020 in Review

Lenox Wealth Management held its Albemarle (ALB) position steady in Q2 2020 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Lenox Wealth Management first reported a position in ALB in Q2 2017 and has held it in 5 quarters since. The position peaked at $40K in Q3 2017. 561 funds tracked by Wall St. Rank hold ALB as of Q2 2020.

  • Lenox Wealth Management held 50 shares of Albemarle worth $3K as of Q2 2020.
  • Lenox Wealth Management left its Albemarle share count unchanged in Q2 2020.
  • Albemarle made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #579 holding.
  • Lenox Wealth Management first reported a position in Albemarle in Q2 2017 and has held it in 5 quarters since.
  • Lenox Wealth Management's Albemarle position peaked at $40K in Q3 2017.
  • 561 funds tracked by Wall St. Rank held Albemarle as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.