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Fulcrum Equity Management’s Ashland ASH Stock Holding History

Fulcrum Equity Management’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
2019
Q4 		– Sell
-43
Closed -$3K – 101
2019
Q3 		$3K Buy
+43
New +$3.27K ﹤0.01% 182

Other funds holding ASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fulcrum Equity Management's ASH Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Ashland (ASH) in Q4 2019, closing a stake of 43 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in ASH in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 330 funds tracked by Wall St. Rank hold ASH as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Ashland position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 43 Ashland shares in Q4 2019, an estimated $3K.
  • Fulcrum Equity Management first reported a position in Ashland in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Ashland position peaked at $3K in Q3 2019.
  • 330 funds tracked by Wall St. Rank held Ashland as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.