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Sugarloaf Wealth Management’s Albemarle ALB Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$4.3K Hold
50
– – ﹤0.01% 584
2024
Q3 		$4.74K Hold
50
– – ﹤0.01% 574
2024
Q2 		$4.78K Hold
50
– – ﹤0.01% 534
2024
Q1 		$6.59K Hold
50
– – ﹤0.01% 517
2023
Q4 		$7.22K Hold
50
– – ﹤0.01% 517
2023
Q3 		$8.5K Hold
50
– – ﹤0.01% 480
2023
Q2 		$11.2K Hold
50
– – ﹤0.01% 462
2023
Q1 		$11.1K Buy
+50
New +$12.3K ﹤0.01% 459

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's ALB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Albemarle (ALB) position steady in Q4 2024 at 50 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Sugarloaf Wealth Management first reported a position in ALB in Q1 2023 and has held it in 8 quarters since. The position peaked at $11.2K in Q2 2023. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • Sugarloaf Wealth Management held 50 shares of Albemarle worth $4.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its Albemarle share count unchanged in Q4 2024.
  • Albemarle made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #584 holding.
  • Sugarloaf Wealth Management first reported a position in Albemarle in Q1 2023 and has held it in 8 quarters since.
  • Sugarloaf Wealth Management's Albemarle position peaked at $11.2K in Q2 2023.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.