Berman Capital Advisors’s Ashland ASH Stock Holding History

Berman 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
2021 Q3	$5K	Sell	66 -1	-1%	-$88	﹤0.01%	1409
2021 Q2	$5K	Buy	67 +1	+2%	+$90	﹤0.01%	1331
2021 Q1	$5K	Hold	66	–	–	﹤0.01%	1253
2020 Q4	$5K	Hold	66	–	–	﹤0.01%	1123
2020 Q3	$4K	Buy	66 +3	+5%	+$222	﹤0.01%	1079
2020 Q2	$4K	Buy	63 +49	+350%	+$3.04K	﹤0.01%	1024
2020 Q1	$0	Buy	+14	New	+$963	﹤0.01%	1458

Other funds holding ASH

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Berman Capital Advisors's ASH Position: Q3 2021 in Review

Berman Capital Advisors reduced its Ashland (ASH) stake by 1.5% in Q3 2021, selling an estimated $88 and leaving 66 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Berman Capital Advisors first reported a position in ASH in Q1 2020 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold ASH as of Q3 2021.

Berman Capital Advisors held 66 shares of Ashland worth $5K as of Q3 2021.
Berman Capital Advisors sold 1 Ashland share in Q3 2021, an estimated $88.
Ashland made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1409 holding.
Berman Capital Advisors first reported a position in Ashland in Q1 2020 and has held it in 7 quarters since.
302 funds tracked by Wall St. Rank held Ashland as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.