Lee, Danner & Bass’s Ashland ASH Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-87	Closed	-$6.22K	–	251
2024 Q4	$6.22K	Buy	+87	New	+$6.96K	﹤0.01%	575

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lee, Danner & Bass's ASH Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Ashland (ASH) in Q1 2025, closing a stake of 87 shares — an estimated $6.22K sold.

Lee, Danner & Bass first reported a position in ASH in Q4 2024 and held it in 1 quarter. The position peaked at $6.22K in Q4 2024. 368 funds tracked by Wall St. Rank hold ASH as of Q1 2025.

Lee, Danner & Bass reported no remaining Ashland position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 87 Ashland shares in Q1 2025, an estimated $6.22K.
Lee, Danner & Bass first reported a position in Ashland in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Ashland position peaked at $6.22K in Q4 2024.
368 funds tracked by Wall St. Rank held Ashland as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.