Moody Lynn & Lieberson’s Ashland ASH Stock Holding History

Moody Lynn & Lieberson’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 Q4	–	Sell	-21,615	Closed	-$2.05M	–	216
2022 Q3	$2.05M	Sell	21,615 -15,320	-41%	-$1.56M	0.2%	84
2022 Q2	$3.81M	Buy	+36,935	New	+$3.78M	0.34%	62

Other funds holding ASH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Moody Lynn & Lieberson's ASH Position: Q4 2022 in Review

Moody Lynn & Lieberson sold out of Ashland (ASH) in Q4 2022, closing a stake of 21,615 shares — an estimated $2.05M sold.

Moody Lynn & Lieberson first reported a position in ASH in Q2 2022 and held it in 2 quarters. The position peaked at $3.81M in Q2 2022. 369 funds tracked by Wall St. Rank hold ASH as of Q4 2022.

Moody Lynn & Lieberson reported no remaining Ashland position as of Q4 2022 after selling out during the quarter.
Moody Lynn & Lieberson sold 21,615 Ashland shares in Q4 2022, an estimated $2.05M.
Moody Lynn & Lieberson first reported a position in Ashland in Q2 2022 and held it in 2 quarters.
Moody Lynn & Lieberson's Ashland position peaked at $3.81M in Q2 2022.
369 funds tracked by Wall St. Rank held Ashland as of Q4 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2022, filed 1 Feb 2023.