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KB Financial Partners’s Ashland ASH Stock Holding History

KB Financial Partners’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
2023
Q3 		$43K Hold
525
– – 0.01% 273
2023
Q2 		$46K Buy
525
+188
+56% +$17.4K 0.01% 272
2023
Q1 		$35K Buy
337
+27
+9% +$2.8K 0.01% 298
2022
Q4 		$33K Hold
310
– – 0.01% 299
2022
Q3 		$29K Buy
310
+109
+54% +$11.1K 0.01% 300
2022
Q2 		$21K Hold
201
– – 0.01% 329
2022
Q1 		$20K Hold
201
– – 0.01% 352
2021
Q4 		$22K Buy
+201
New +$20.2K 0.01% 362

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KB Financial Partners's ASH Position: Q3 2023 in Review

KB Financial Partners held its Ashland (ASH) position steady in Q3 2023 at 525 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #273.

KB Financial Partners first reported a position in ASH in Q4 2021 and has held it in 8 quarters since. The position peaked at $46K in Q2 2023. 324 funds tracked by Wall St. Rank hold ASH as of Q3 2023.

  • KB Financial Partners held 525 shares of Ashland worth $43K as of Q3 2023.
  • KB Financial Partners left its Ashland share count unchanged in Q3 2023.
  • Ashland made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #273 holding.
  • KB Financial Partners first reported a position in Ashland in Q4 2021 and has held it in 8 quarters since.
  • KB Financial Partners's Ashland position peaked at $46K in Q2 2023.
  • 324 funds tracked by Wall St. Rank held Ashland as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.