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Householder Group Estate & Retirement Specialist’s Ashland ASH Stock Holding History

Householder Group Estate & Retirement Specialist’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
-33
Closed -$2K – 573
2024
Q3 		$2K Hold
33
– – ﹤0.01% 1018
2024
Q2 		$3K Hold
33
– – ﹤0.01% 991
2024
Q1 		$3.28K Hold
33
– – ﹤0.01% 989
2023
Q4 		$2K Hold
33
– – ﹤0.01% 975
2023
Q3 		$2.73K Buy
+33
New +$2.86K ﹤0.01% 1030
2023
Q1 		$3K Buy
33
+1
+3% +$104 ﹤0.01% 1018
2022
Q4 		$3K Hold
32
– – ﹤0.01% 292
2022
Q3 		$3K Buy
+32
New +$3.25K ﹤0.01% 912

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

Householder Group Estate & Retirement Specialist's ASH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Ashland (ASH) in Q4 2024, closing a stake of 33 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in ASH in Q3 2022 and held it in 8 quarters. The position peaked at $3.28K in Q1 2024. 359 funds tracked by Wall St. Rank hold ASH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Ashland position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 33 Ashland shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ashland in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Ashland position peaked at $3.28K in Q1 2024.
  • 359 funds tracked by Wall St. Rank held Ashland as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.