Valeo Financial Advisors’s Ashland ASH Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-32	Closed	-$2K	–	1604
2020 Q2	$2K	Buy	+32	New	+$1.99K	﹤0.01%	1721

Other funds holding ASH

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

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

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Valeo Financial Advisors's ASH Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Ashland (ASH) in Q3 2020, closing a stake of 32 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in ASH in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 319 funds tracked by Wall St. Rank hold ASH as of Q3 2020.

Valeo Financial Advisors reported no remaining Ashland position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 32 Ashland shares in Q3 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Ashland in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's Ashland position peaked at $2K in Q2 2020.
319 funds tracked by Wall St. Rank held Ashland as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.