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Eminence Capital’s Ashland ASH Stock Holding History

Eminence 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
2025
Q1 		– Sell
-2,860,471
Closed -$204M – 49
2024
Q4 		$204M Buy
2,860,471
+212,916
+8% +$17M 3.13% 5
2024
Q3 		$230M Sell
2,647,555
-506,748
-16% -$45.4M 3.24% 6
2024
Q2 		$298M Sell
3,154,303
-131,061
-4% -$12.7M 4.81% 2
2024
Q1 		$320M Sell
3,285,364
-230,504
-7% -$20.6M 4.53% 3
2023
Q4 		$296M Buy
3,515,868
+1,837
+0.1% +$146K 4.45% 3
2023
Q3 		$287M Sell
3,514,031
-101,443
-3% -$8.79M 5.67% 1
2023
Q2 		$314M Sell
3,615,474
-312,047
-8% -$28.8M 4.12% 2
2023
Q1 		$403M Sell
3,927,521
-156,457
-4% -$16.2M 5.73% 2
2022
Q4 		$439M Hold
4,083,978
– – 8.15% 1
2022
Q3 		$388M Hold
4,083,978
– – 8.1% 1
2022
Q2 		$421M Buy
4,083,978
+48,800
+1% +$4.99M 8.36% 1
2022
Q1 		$397M Hold
4,035,178
– – 4.5% 2
2021
Q4 		$434M Hold
4,035,178
– – 4.13% 3
2021
Q3 		$360M Hold
4,035,178
– – 4.85% 1
2021
Q2 		$353M Hold
4,035,178
– – 4.34% 1
2021
Q1 		$358M Hold
4,035,178
– – 4.43% 1
2020
Q4 		$320M Sell
4,035,178
-1,600,000
-28% -$121M 3% 7
2020
Q3 		$400M Hold
5,635,178
– – 3.92% 2
2020
Q2 		$389M Hold
5,635,178
– – 3.86% 4
2020
Q1 		$282M Buy
5,635,178
+8,338
+0.1% +$574K 3.09% 4
2019
Q4 		$431M Buy
5,626,840
+403,910
+8% +$30.7M 4.84% 3
2019
Q3 		$402M Buy
5,222,930
+48,956
+0.9% +$3.72M 4.84% 3
2019
Q2 		$414M Buy
+5,173,974
New +$400M 5.46% 2

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Eminence Capital's ASH Position: Q1 2025 in Review

Eminence Capital sold out of Ashland (ASH) in Q1 2025, closing a stake of 2,860,471 shares — an estimated $204M sold.

Eminence Capital first reported a position in ASH in Q2 2019 and held it in 23 quarters. The position peaked at $439M in Q4 2022. 367 funds tracked by Wall St. Rank hold ASH as of Q1 2025.

  • Eminence Capital reported no remaining Ashland position as of Q1 2025 after selling out during the quarter.
  • Eminence Capital sold 2,860,471 Ashland shares in Q1 2025, an estimated $204M.
  • Eminence Capital first reported a position in Ashland in Q2 2019 and held it in 23 quarters.
  • Eminence Capital's Ashland position peaked at $439M in Q4 2022.
  • 367 funds tracked by Wall St. Rank held Ashland as of Q1 2025.

Based on Eminence Capital's 13F filing for Q1 2025, filed 15 May 2025.