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Hillsdale Investment Management’s Ashland ASH Stock Holding History

Hillsdale Investment 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
2024
Q4 		– Sell
-150
Closed -$13K – 583
2024
Q3 		$13K Hold
150
– – ﹤0.01% 490
2024
Q2 		$14.2K Buy
+150
New +$14.6K ﹤0.01% 472
2022
Q3 		– Sell
-5,100
Closed -$526K – 543
2022
Q2 		$526K Buy
+5,100
New +$522K 0.04% 324

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Hillsdale Investment Management's ASH Position: Q4 2024 in Review

Hillsdale Investment Management sold out of Ashland (ASH) in Q4 2024, closing a stake of 150 shares — an estimated $13K sold.

Hillsdale Investment Management first reported a position in ASH in Q2 2022 and held it in 3 quarters. The position peaked at $526K in Q2 2022. 359 funds tracked by Wall St. Rank hold ASH as of Q4 2024.

  • Hillsdale Investment Management reported no remaining Ashland position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 150 Ashland shares in Q4 2024, an estimated $13K.
  • Hillsdale Investment Management first reported a position in Ashland in Q2 2022 and held it in 3 quarters.
  • Hillsdale Investment Management's Ashland position peaked at $526K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held Ashland as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.