Hartford Financial Management’s Ashland ASH Stock Holding History

Hartford Financial 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
2020 Q1	–	Sell	-520	Closed	-$40K	–	347
2019 Q4	$40K	Hold	520	–	–	0.01%	224
2019 Q3	$40K	Hold	520	–	–	0.01%	222
2019 Q2	$42K	Hold	520	–	–	0.01%	222
2019 Q1	$41K	Hold	520	–	–	0.01%	222
2018 Q4	$37K	Hold	520	–	–	0.01%	228
2018 Q3	$44K	Hold	520	–	–	0.01%	233
2018 Q2	$41K	Hold	520	–	–	0.01%	237
2018 Q1	$36K	Hold	520	–	–	0.02%	189
2017 Q4	$37K	Hold	520	–	–	0.02%	189
2017 Q3	$34K	Hold	520	–	–	0.02%	207
2017 Q2	$34K	Sell	520 -543	-51%	-$34.5K	0.02%	202
2017 Q1	$64K	Buy	+1,063	New	+$61.6K	0.04%	169
2014 Q4	–	Sell	-1,226	Closed	-$62K	–	258
2014 Q3	$62K	Hold	1,226	–	–	0.04%	153
2014 Q2	$65K	Hold	1,226	–	–	0.04%	146
2014 Q1	$59K	Hold	1,226	–	–	0.04%	143
2013 Q4	$58K	Hold	1,226	–	–	0.04%	145
2013 Q3	$55K	Hold	1,226	–	–	0.04%	159
2013 Q2	$50K	Buy	+1,226	New	+$51.1K	0.03%	156

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

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

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Diamond Hill Capital Management

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return