DCM Advisors’s Ashland ASH Stock Holding History

DCM 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
2022 Q4	–	Sell	-3,000	Closed	-$285K	–	79
2022 Q3	$285K	Sell	3,000 -900	-23%	-$91.5K	0.14%	152
2022 Q2	$404K	Buy	+3,900	New	+$399K	0.17%	123

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCM Advisors's ASH Position: Q4 2022 in Review

DCM Advisors sold out of Ashland (ASH) in Q4 2022, closing a stake of 3,000 shares — an estimated $285K sold.

DCM Advisors first reported a position in ASH in Q2 2022 and held it in 2 quarters. The position peaked at $404K in Q2 2022. 369 funds tracked by Wall St. Rank hold ASH as of Q4 2022.

DCM Advisors reported no remaining Ashland position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 3,000 Ashland shares in Q4 2022, an estimated $285K.
DCM Advisors first reported a position in Ashland in Q2 2022 and held it in 2 quarters.
DCM Advisors's Ashland position peaked at $404K in Q2 2022.
369 funds tracked by Wall St. Rank held Ashland as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.