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MPS Loria Financial Planners’s Ashland ASH Stock Holding History

MPS Loria Financial Planners’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
2020
Q3 		– Sell
-324
Closed -$22K – 323
2020
Q2 		$22K Buy
+324
New +$20.1K 0.01% 190
2017
Q3 		– Sell
-318
Closed -$19K – 94
2017
Q2 		$19K Buy
+318
New +$20.2K 0.01% 229

Other funds holding ASH

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

MPS Loria Financial Planners's ASH Position: Q3 2020 in Review

MPS Loria Financial Planners sold out of Ashland (ASH) in Q3 2020, closing a stake of 324 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in ASH in Q2 2017 and held it in 2 quarters. The position peaked at $22K in Q2 2020. 319 funds tracked by Wall St. Rank hold ASH as of Q3 2020.

  • MPS Loria Financial Planners reported no remaining Ashland position as of Q3 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 324 Ashland shares in Q3 2020, an estimated $22K.
  • MPS Loria Financial Planners first reported a position in Ashland in Q2 2017 and held it in 2 quarters.
  • MPS Loria Financial Planners's Ashland position peaked at $22K in Q2 2020.
  • 319 funds tracked by Wall St. Rank held Ashland as of Q3 2020.

Based on MPS Loria Financial Planners's 13F filing for Q3 2020, filed 13 Oct 2020.