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NewEdge Advisors’s Ashland ASH Stock Holding History

NewEdge Advisors’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
2026
Q1 		$556 Sell
10
-3,704
-100% -$219K ﹤0.01% 3975
2025
Q4 		$218K Buy
+3,714
New +$196K ﹤0.01% 2539
2024
Q4 		– Sell
-42
Closed -$3.68K – 3906
2024
Q3 		$3.68K Hold
42
– – ﹤0.01% 3250
2024
Q2 		$3.98K Hold
42
– – ﹤0.01% 3167
2024
Q1 		$4.1K Buy
42
+21
+100% +$1.88K ﹤0.01% 3203
2023
Q4 		$1.77K Sell
21
-39
-65% -$3.09K ﹤0.01% 3363
2023
Q3 		$4.9K Sell
60
-8
-12% -$693 ﹤0.01% 2818
2023
Q2 		$5.91K Sell
68
-15
-18% -$1.39K ﹤0.01% 2757
2023
Q1 		$8.53K Sell
83
-135
-62% -$14K ﹤0.01% 2615
2022
Q4 		$21K Buy
+218
New +$23K ﹤0.01% 2107

Other funds holding ASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return