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Annis Gardner Whiting Capital Advisors’s Ashland ASH Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56K Hold
28
– – ﹤0.01% 1087
2025
Q4 		$1.64K Hold
28
– – ﹤0.01% 985
2025
Q3 		$1.34K Sell
28
-163
-85% -$8.57K ﹤0.01% 937
2025
Q2 		$9.6K Buy
191
+163
+582% +$8.29K ﹤0.01% 724
2025
Q1 		$1.66K Hold
28
– – ﹤0.01% 695
2024
Q4 		$2K Sell
28
-3
-10% -$240 ﹤0.01% 690
2024
Q3 		$2.7K Buy
31
+3
+11% +$269 ﹤0.01% 692
2024
Q2 		$2.65K Hold
28
– – ﹤0.01% 838
2024
Q1 		$2.73K Buy
+28
New +$2.51K ﹤0.01% 826

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SI
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
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FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return