Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,194
Closed -$236K 893
2022
Q4
$236K Buy
+2,194
New +$231K ﹤0.01% 745
2017
Q2
Sell
-4,225
Closed -$256K 773
2017
Q1
$256K Buy
4,225
+137
+3% +$7.94K 0.01% 644
2016
Q4
$219K Buy
4,088
+204
+5% +$11.2K 0.01% 675
2016
Q3
$220K Buy
+3,884
New +$223K 0.01% 665
2015
Q2
Sell
-5,327
Closed -$332K 754
2015
Q1
$332K Sell
5,327
-8
-0.1% -$484 0.01% 720
2014
Q4
$313K Sell
5,335
-492
-8% -$26.5K 0.01% 730
2014
Q3
$297K Sell
5,827
-2,042
-26% -$106K 0.01% 775
2014
Q2
$419K Buy
7,869
+390
+5% +$19.5K 0.01% 652
2014
Q1
$364K Hold
7,479
0.01% 667
2013
Q4
$355K Hold
7,479
0.01% 668
2013
Q3
$338K Sell
7,479
-613
-8% -$26.4K 0.01% 683
2013
Q2
$331K Buy
+8,092
New +$337K 0.01% 696

Other funds holding ASH

Veritable's ASH Position: Q1 2023 in Review

Veritable sold out of Ashland (ASH) in Q1 2023, closing a stake of 2,194 shares — an estimated $236K sold.

Veritable first reported a position in ASH in Q2 2013 and held it in 12 quarters. The position peaked at $419K in Q2 2014. 355 funds tracked by Wall St. Rank hold ASH as of Q1 2023.

  • Veritable reported no remaining Ashland position as of Q1 2023 after selling out during the quarter.
  • Veritable sold 2,194 Ashland shares in Q1 2023, an estimated $236K.
  • Veritable first reported a position in Ashland in Q2 2013 and held it in 12 quarters.
  • Veritable's Ashland position peaked at $419K in Q2 2014.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.