Claris Advisors’s Ashland ASH Stock Holding History

Claris 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
2024 Q4	–	Sell	-50	Closed	-$4.35K	–	149
2024 Q3	$4.35K	Buy	+50	New	+$4.48K	﹤0.01%	282

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Claris Advisors's ASH Position: Q4 2024 in Review

Claris Advisors sold out of Ashland (ASH) in Q4 2024, closing a stake of 50 shares — an estimated $4.35K sold.

Claris Advisors first reported a position in ASH in Q3 2024 and held it in 1 quarter. The position peaked at $4.35K in Q3 2024. 360 funds tracked by Wall St. Rank hold ASH as of Q4 2024.

Claris Advisors reported no remaining Ashland position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 50 Ashland shares in Q4 2024, an estimated $4.35K.
Claris Advisors first reported a position in Ashland in Q3 2024 and held it in 1 quarter.
Claris Advisors's Ashland position peaked at $4.35K in Q3 2024.
360 funds tracked by Wall St. Rank held Ashland as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.