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CSat Investment Advisory’s Ashland ASH Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-379
Closed -$27K – 551
2020
Q3 		$27K Buy
379
+50
+15% +$3.71K ﹤0.01% 783
2020
Q2 		$23K Sell
329
-592
-64% -$36.7K ﹤0.01% 793
2020
Q1 		$46K Sell
921
-224
-20% -$15.4K 0.01% 541
2019
Q4 		$88K Buy
1,145
+1,024
+846% +$77.7K 0.02% 390
2019
Q3 		$9K Buy
121
+16
+15% +$1.22K ﹤0.01% 944
2019
Q2 		$8K Buy
+105
New +$8.11K ﹤0.01% 937

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Neuberger Berman Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

CSat Investment Advisory's ASH Position: Q4 2020 in Review

CSat Investment Advisory sold out of Ashland (ASH) in Q4 2020, closing a stake of 379 shares — an estimated $27K sold.

CSat Investment Advisory first reported a position in ASH in Q2 2019 and held it in 6 quarters. The position peaked at $88K in Q4 2019. 325 funds tracked by Wall St. Rank hold ASH as of Q4 2020.

  • CSat Investment Advisory reported no remaining Ashland position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 379 Ashland shares in Q4 2020, an estimated $27K.
  • CSat Investment Advisory first reported a position in Ashland in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Ashland position peaked at $88K in Q4 2019.
  • 325 funds tracked by Wall St. Rank held Ashland as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.