Lee Financial’s Ashland ASH Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-19	Closed	-$2K	–	771
2021 Q4	$2K	Buy	+19	New	+$1.91K	﹤0.01%	703

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

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

Lee Financial's ASH Position: Q1 2022 in Review

Lee Financial sold out of Ashland (ASH) in Q1 2022, closing a stake of 19 shares — an estimated $2K sold.

Lee Financial first reported a position in ASH in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 316 funds tracked by Wall St. Rank hold ASH as of Q1 2022.

Lee Financial reported no remaining Ashland position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 19 Ashland shares in Q1 2022, an estimated $2K.
Lee Financial first reported a position in Ashland in Q4 2021 and held it in 1 quarter.
Lee Financial's Ashland position peaked at $2K in Q4 2021.
316 funds tracked by Wall St. Rank held Ashland as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.