Ridgewood Investments’s Albemarle ALB Stock Holding History

Ridgewood 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
2025 Q3	–	Sell	-114	Closed	-$7.14K	–	219
2025 Q2	$7.14K	Hold	114	–	–	﹤0.01%	556
2025 Q1	$8.21K	Sell	114 -19	-14%	-$1.55K	﹤0.01%	502
2024 Q4	$11.4K	Hold	133	–	–	0.01%	476
2024 Q3	$12.6K	Sell	133 -4,123	-97%	-$366K	0.01%	477
2024 Q2	$406K	Hold	4,256	–	–	0.2%	126
2024 Q1	$561K	Buy	4,256 +1,402	+49%	+$173K	0.3%	107
2023 Q4	$412K	Buy	2,854 +300	+12%	+$41.2K	0.24%	121
2023 Q3	$434K	Hold	2,554	–	–	0.29%	112
2023 Q2	$570K	Buy	2,554 +2,373	+1,311%	+$485K	0.32%	96
2023 Q1	$40K	Buy	+181	New	+$44.6K	0.02%	373
2021 Q1	–	Sell	-3,233	Closed	-$289K	–	192
2020 Q4	$289K	Hold	3,233	–	–	0.23%	126
2020 Q3	$289K	Sell	3,233 -529	-14%	-$46.9K	0.23%	127
2020 Q2	$290K	Sell	3,762 -74	-2%	-$5.03K	0.24%	127
2020 Q1	$216K	Sell	3,836 -3,959	-51%	-$303K	0.22%	132
2019 Q4	$569K	Buy	7,795 +1,851	+31%	+$124K	0.4%	78
2019 Q3	$413K	Buy	5,944 +1,271	+27%	+$86.6K	0.32%	97
2019 Q2	$329K	Buy	+4,673	New	+$345K	0.26%	121

Other funds holding ALB

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Franklin Resources

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

Primecap Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return