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Cerity Partners’s
Ashland
ASH
Stock Holding History
Cerity Partners’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
$4.67M
Sell
84,050
-18,474
-18%
-$1.09M
0.01%
1046
2025
Q4
$6.02M
Sell
102,524
-20,449
-17%
-$1.08M
0.01%
848
2025
Q3
$5.89M
Buy
122,973
+4,023
+3%
+$211K
0.01%
786
2025
Q2
$5.98M
Buy
118,950
+102,960
+644%
+$5.23M
0.01%
731
2025
Q1
$948K
Buy
15,990
+5,525
+53%
+$352K
﹤0.01%
1447
2024
Q4
$851K
Buy
10,465
+2,431
+30%
+$195K
﹤0.01%
1492
2024
Q3
$699K
Sell
8,034
-12,628
-61%
-$1.13M
﹤0.01%
1600
2024
Q2
$1.95M
Buy
20,662
+10
+0%
+$972
0.01%
919
2024
Q1
$2.01M
Buy
20,652
+17,255
+508%
+$1.55M
0.01%
964
2023
Q4
$286K
Buy
+3,397
New
+$269K
﹤0.01%
1547
2023
Q3
–
Sell
-2,479
Closed
-$215K
–
1411
2023
Q2
$215K
Sell
2,479
-43
-2%
-$3.97K
﹤0.01%
1481
2023
Q1
$259K
Sell
2,522
-1,401
-36%
-$145K
﹤0.01%
1598
2022
Q4
$422K
Buy
3,923
+1,051
+37%
+$111K
﹤0.01%
1015
2022
Q3
$272K
Sell
2,872
-1,323
-32%
-$135K
﹤0.01%
936
2022
Q2
$432K
Buy
4,195
+120
+3%
+$12.3K
0.01%
789
2022
Q1
$400K
Buy
4,075
+1,943
+91%
+$187K
0.01%
644
2021
Q4
$228K
Buy
+2,132
New
+$214K
﹤0.01%
889
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$4.04T AUM
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1-Year Est. Return
FCM
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$9.73B AUM
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1-Year Est. Return
JFG
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$8.2B AUM
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1-Year Est. Return
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$16B AUM
4.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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