Jupiter Investment Management’s Ashland ASH Stock Holding History

Jupiter 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
2018 Q4	–	Sell	-15,004	Closed	-$1.26M	–	358
2018 Q3	$1.26M	Buy	+15,004	New	+$1.25M	0.01%	250
2017 Q1	–	Sell	-2,657	Closed	-$142K	–	406
2016 Q4	$142K	Buy	+2,657	New	+$146K	﹤0.01%	317
2015 Q4	–	Sell	-6,132	Closed	-$301K	–	284
2015 Q3	$301K	Sell	6,132 -12,877	-68%	-$700K	0.01%	270
2015 Q2	$1.13M	Buy	+19,009	New	+$1.18M	0.03%	162
2015 Q1	–	Sell	-37,201	Closed	-$2.18M	–	332
2014 Q4	$2.18M	Buy	+37,201	New	+$2.01M	0.08%	164

Other funds holding ASH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

WCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Investment Management's ASH Position: Q4 2018 in Review

Jupiter Investment Management sold out of Ashland (ASH) in Q4 2018, closing a stake of 15,004 shares — an estimated $1.26M sold.

Jupiter Investment Management first reported a position in ASH in Q4 2014 and held it in 5 quarters. The position peaked at $2.18M in Q4 2014. 354 funds tracked by Wall St. Rank hold ASH as of Q4 2018.

Jupiter Investment Management reported no remaining Ashland position as of Q4 2018 after selling out during the quarter.
Jupiter Investment Management sold 15,004 Ashland shares in Q4 2018, an estimated $1.26M.
Jupiter Investment Management first reported a position in Ashland in Q4 2014 and held it in 5 quarters.
Jupiter Investment Management's Ashland position peaked at $2.18M in Q4 2014.
354 funds tracked by Wall St. Rank held Ashland as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.