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Caldwell Sutter Capital’s Ashland ASH Stock Holding History

Caldwell Sutter Capital’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 		$1.5K Hold
27
– – ﹤0.01% 784
2025
Q4 		$1.58K Hold
27
– – ﹤0.01% 774
2025
Q3 		$1.29K Hold
27
– – ﹤0.01% 779
2025
Q2 		$1.36K Hold
27
– – ﹤0.01% 755
2025
Q1 		$1.6K Hold
27
– – ﹤0.01% 751
2024
Q4 		$1.93K Hold
27
– – ﹤0.01% 751
2024
Q3 		$2.35K Hold
27
– – ﹤0.01% 741
2024
Q2 		$2.55K Hold
27
– – ﹤0.01% 727
2024
Q1 		$2.63K Hold
27
– – ﹤0.01% 716
2023
Q4 		$2.28K Hold
27
– – ﹤0.01% 740
2023
Q3 		$2.21K Hold
27
– – ﹤0.01% 718
2023
Q2 		$2.35K Hold
27
– – ﹤0.01% 718
2023
Q1 		$2.77K Hold
27
– – ﹤0.01% 469
2022
Q4 		$2.9K Buy
+27
New +$2.85K ﹤0.01% 294

Other funds holding ASH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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