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Smith Shellnut Wilson’s Albemarle ALB Stock Holding History

Smith Shellnut Wilson’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
-916
Closed -$204K – 126
2023
Q2 		$204K Sell
916
-11
-1% -$2.25K 0.12% 124
2023
Q1 		$205K Hold
927
– – 0.12% 124
2022
Q4 		$201K Buy
927
+12
+1% +$3.2K 0.12% 127
2022
Q3 		$242K Buy
+915
New +$233K 0.16% 106

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

Smith Shellnut Wilson's ALB Position: Q3 2023 in Review

Smith Shellnut Wilson sold out of Albemarle (ALB) in Q3 2023, closing a stake of 916 shares — an estimated $204K sold.

Smith Shellnut Wilson first reported a position in ALB in Q3 2022 and held it in 4 quarters. The position peaked at $242K in Q3 2022. 1,003 funds tracked by Wall St. Rank hold ALB as of Q3 2023.

  • Smith Shellnut Wilson reported no remaining Albemarle position as of Q3 2023 after selling out during the quarter.
  • Smith Shellnut Wilson sold 916 Albemarle shares in Q3 2023, an estimated $204K.
  • Smith Shellnut Wilson first reported a position in Albemarle in Q3 2022 and held it in 4 quarters.
  • Smith Shellnut Wilson's Albemarle position peaked at $242K in Q3 2022.
  • 1,003 funds tracked by Wall St. Rank held Albemarle as of Q3 2023.

Based on Smith Shellnut Wilson's 13F filing for Q3 2023, filed 14 Nov 2023.