Willner & Heller’s Albemarle ALB Stock Holding History

Willner & Heller’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 Q1	–	Sell	-1,787	Closed	-$258K	–	139
2023 Q4	$258K	Buy	+1,787	New	+$245K	0.29%	113

Other funds holding ALB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Willner & Heller's ALB Position: Q1 2024 in Review

Willner & Heller sold out of Albemarle (ALB) in Q1 2024, closing a stake of 1,787 shares — an estimated $258K sold.

Willner & Heller first reported a position in ALB in Q4 2023 and held it in 1 quarter. The position peaked at $258K in Q4 2023. 916 funds tracked by Wall St. Rank hold ALB as of Q1 2024.

Willner & Heller reported no remaining Albemarle position as of Q1 2024 after selling out during the quarter.
Willner & Heller sold 1,787 Albemarle shares in Q1 2024, an estimated $258K.
Willner & Heller first reported a position in Albemarle in Q4 2023 and held it in 1 quarter.
Willner & Heller's Albemarle position peaked at $258K in Q4 2023.
916 funds tracked by Wall St. Rank held Albemarle as of Q1 2024.

Based on Willner & Heller's 13F filing for Q1 2024, filed 19 Jul 2024.