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McAlister Sweet & Associates’s Albemarle ALB Stock Holding History

McAlister Sweet & Associates’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
Q3 		– Sell
-960
Closed -$214K – 32
2023
Q2 		$214K Buy
+960
New +$196K 0.18% 31

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

McAlister Sweet & Associates's ALB Position: Q3 2023 in Review

McAlister Sweet & Associates sold out of Albemarle (ALB) in Q3 2023, closing a stake of 960 shares — an estimated $214K sold.

McAlister Sweet & Associates first reported a position in ALB in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 1,002 funds tracked by Wall St. Rank hold ALB as of Q3 2023.

  • McAlister Sweet & Associates reported no remaining Albemarle position as of Q3 2023 after selling out during the quarter.
  • McAlister Sweet & Associates sold 960 Albemarle shares in Q3 2023, an estimated $214K.
  • McAlister Sweet & Associates first reported a position in Albemarle in Q2 2023 and held it in 1 quarter.
  • McAlister Sweet & Associates's Albemarle position peaked at $214K in Q2 2023.
  • 1,002 funds tracked by Wall St. Rank held Albemarle as of Q3 2023.

Based on McAlister Sweet & Associates's 13F filing for Q3 2023, filed 3 Oct 2023.