Private Ocean’s Albemarle ALB Stock Holding History

Private Ocean’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
2019 Q4	–	Sell	-7	Closed	-$1K	–	494
2019 Q3	$1K	Buy	+7	New	+$477	﹤0.01%	560

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Ocean's ALB Position: Q4 2019 in Review

Private Ocean sold out of Albemarle (ALB) in Q4 2019, closing a stake of 7 shares — an estimated $1K sold.

Private Ocean first reported a position in ALB in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 563 funds tracked by Wall St. Rank hold ALB as of Q4 2019.

Private Ocean reported no remaining Albemarle position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 7 Albemarle shares in Q4 2019, an estimated $1K.
Private Ocean first reported a position in Albemarle in Q3 2019 and held it in 1 quarter.
Private Ocean's Albemarle position peaked at $1K in Q3 2019.
563 funds tracked by Wall St. Rank held Albemarle as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.