Zimmermann Investment Management & Planning’s Albemarle ALB Stock Holding History

Zimmermann Investment Management & Planning’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	-2,025	Closed	-$293K	–	136
2023 Q4	$293K	Sell	2,025 -1,070	-35%	-$147K	0.12%	98
2023 Q3	$526K	Buy	3,095 +364	+13%	+$72.5K	0.25%	67
2023 Q2	$609K	Buy	2,731 +188	+7%	+$38.4K	0.28%	56
2023 Q1	$562K	Buy	+2,543	New	+$627K	0.29%	63

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 $67.7B AUM 51.91% 1-Year Est. Return

Zimmermann Investment Management & Planning's ALB Position: Q1 2024 in Review

Zimmermann Investment Management & Planning sold out of Albemarle (ALB) in Q1 2024, closing a stake of 2,025 shares — an estimated $293K sold.

Zimmermann Investment Management & Planning first reported a position in ALB in Q1 2023 and held it in 4 quarters. The position peaked at $609K in Q2 2023. 916 funds tracked by Wall St. Rank hold ALB as of Q1 2024.

Zimmermann Investment Management & Planning reported no remaining Albemarle position as of Q1 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 2,025 Albemarle shares in Q1 2024, an estimated $293K.
Zimmermann Investment Management & Planning first reported a position in Albemarle in Q1 2023 and held it in 4 quarters.
Zimmermann Investment Management & Planning's Albemarle position peaked at $609K in Q2 2023.
916 funds tracked by Wall St. Rank held Albemarle as of Q1 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2024, filed 23 Apr 2024.