GJIA
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Glass Jacobson Investment Advisors’s Ashland ASH Stock Holding History

Glass Jacobson Investment 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
2026
Q1 		$5.56K Hold
100
– – ﹤0.01% 501
2025
Q4 		$5.87K Hold
100
– – ﹤0.01% 488
2025
Q3 		$4.79K Hold
100
– – ﹤0.01% 491
2025
Q2 		$5.03K Hold
100
– – ﹤0.01% 473
2025
Q1 		$7.15K Hold
100
– – ﹤0.01% 638
2024
Q4 		$7.15K Hold
100
– – ﹤0.01% 638
2024
Q3 		$8.7K Hold
100
– – ﹤0.01% 580
2024
Q2 		$9.45K Hold
100
– – ﹤0.01% 555
2024
Q1 		$9.74K Hold
100
– – ﹤0.01% 557
2023
Q4 		$8.43K Sell
100
-15
-13% -$1.19K ﹤0.01% 537
2023
Q3 		$9.39K Buy
115
+11
+11% +$953 ﹤0.01% 504
2023
Q2 		$9.04K Buy
+104
New +$9.61K ﹤0.01% 514
2022
Q4 		$12.4K Buy
+115
New +$12.1K 0.01% 490

Other funds holding ASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return