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Atria Investments’s Ashland ASH Stock Holding History

Atria Investments’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
2025
Q4 		– Sell
-4,384
Closed -$210K – 2024
2025
Q3 		$210K Sell
4,384
-624
-12% -$32.8K ﹤0.01% 1925
2025
Q2 		$252K Buy
5,008
+1,243
+33% +$63.2K ﹤0.01% 1796
2025
Q1 		$223K Buy
+3,765
New +$240K ﹤0.01% 1770
2024
Q4 		– Sell
-3,389
Closed -$295K – 1855
2024
Q3 		$295K Buy
3,389
+95
+3% +$8.51K ﹤0.01% 1629
2024
Q2 		$311K Buy
+3,294
New +$320K ﹤0.01% 1570
2020
Q1 		– Sell
-3,737
Closed -$286K – 604
2019
Q4 		$286K Buy
3,737
+933
+33% +$70.8K 0.01% 996
2019
Q3 		$216K Buy
+2,804
New +$213K 0.01% 821

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return