Lloyd Advisory Services’s Ashland ASH Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-150	Closed	-$15K	–	103
2022 Q1	$15K	Buy	+150	New	+$14.4K	0.01%	370

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

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

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

Lloyd Advisory Services's ASH Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Ashland (ASH) in Q2 2022, closing a stake of 150 shares — an estimated $15K sold.

Lloyd Advisory Services first reported a position in ASH in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 336 funds tracked by Wall St. Rank hold ASH as of Q2 2022.

Lloyd Advisory Services reported no remaining Ashland position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 150 Ashland shares in Q2 2022, an estimated $15K.
Lloyd Advisory Services first reported a position in Ashland in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Ashland position peaked at $15K in Q1 2022.
336 funds tracked by Wall St. Rank held Ashland as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.