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Trail Ridge Investment Advisors’s Albemarle ALB Stock Holding History

Trail Ridge Investment Advisors’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
Q4 		– Sell
-1,318
Closed -$224K – 109
2023
Q3 		$224K Sell
1,318
-165
-11% -$32.9K 0.15% 97
2023
Q2 		$331K Buy
1,483
+425
+40% +$86.9K 0.2% 90
2023
Q1 		$234K Buy
+1,058
New +$261K 0.15% 107

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Trail Ridge Investment Advisors's ALB Position: Q4 2023 in Review

Trail Ridge Investment Advisors sold out of Albemarle (ALB) in Q4 2023, closing a stake of 1,318 shares — an estimated $224K sold.

Trail Ridge Investment Advisors first reported a position in ALB in Q1 2023 and held it in 3 quarters. The position peaked at $331K in Q2 2023. 940 funds tracked by Wall St. Rank hold ALB as of Q4 2023.

  • Trail Ridge Investment Advisors reported no remaining Albemarle position as of Q4 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 1,318 Albemarle shares in Q4 2023, an estimated $224K.
  • Trail Ridge Investment Advisors first reported a position in Albemarle in Q1 2023 and held it in 3 quarters.
  • Trail Ridge Investment Advisors's Albemarle position peaked at $331K in Q2 2023.
  • 940 funds tracked by Wall St. Rank held Albemarle as of Q4 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2023, filed 16 Feb 2024.