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Successful Portfolios’s Albemarle ALB Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-2,126
Closed -$470K – 155
2023
Q1 		$470K Sell
2,126
-100
-4% -$24.6K 0.3% 83
2022
Q4 		$483K Sell
2,226
-161
-7% -$42.9K 0.32% 83
2022
Q3 		$631K Sell
2,387
-89
-4% -$22.6K 0.46% 53
2022
Q2 		$517K Sell
2,476
-271
-10% -$60.5K 0.35% 74
2022
Q1 		$608K Buy
2,747
+9
+0.3% +$1.9K 0.35% 71
2021
Q4 		$640K Sell
2,738
-19
-0.7% -$4.7K 0.35% 68
2021
Q3 		$604K Sell
2,757
-150
-5% -$32K 0.36% 69
2021
Q2 		$490K Buy
2,907
+131
+5% +$21.1K 0.3% 90
2021
Q1 		$406K Sell
2,776
-160
-5% -$25.7K 0.27% 101
2020
Q4 		$433K Sell
2,936
-177
-6% -$21K 0.31% 85
2020
Q3 		$278K Sell
3,113
-241
-7% -$21.4K 0.22% 124
2020
Q2 		$259K Sell
3,354
-222
-6% -$15.1K 0.23% 124
2020
Q1 		$202K Buy
3,576
+623
+21% +$47.7K 0.2% 131
2019
Q4 		$216K Buy
+2,953
New +$197K 0.19% 140

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Successful Portfolios's ALB Position: Q2 2023 in Review

Successful Portfolios sold out of Albemarle (ALB) in Q2 2023, closing a stake of 2,126 shares — an estimated $470K sold.

Successful Portfolios first reported a position in ALB in Q4 2019 and held it in 14 quarters. The position peaked at $640K in Q4 2021. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

  • Successful Portfolios reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 2,126 Albemarle shares in Q2 2023, an estimated $470K.
  • Successful Portfolios first reported a position in Albemarle in Q4 2019 and held it in 14 quarters.
  • Successful Portfolios's Albemarle position peaked at $640K in Q4 2021.
  • 1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.