Winch Advisory Services’s Ashland ASH Stock Holding History

Winch Advisory Services’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	$63.8K	Buy	1,147 +3	+0.3%	+$178	0.01%	154
2025 Q4	$67.1K	Buy	1,144 +3	+0.3%	+$159	0.01%	153
2025 Q3	$54.6K	Buy	1,141 +4	+0.4%	+$210	0.01%	161
2025 Q2	$57.2K	Buy	1,137 +3	+0.3%	+$153	0.01%	154
2025 Q1	$67.2K	Buy	1,134 +3	+0.3%	+$191	0.02%	139
2024 Q4	$80.8K	Buy	1,131 +3	+0.3%	+$240	0.02%	128
2024 Q3	$98.1K	Buy	1,128 +420	+59%	+$37.6K	0.03%	118
2024 Q2	$66.9K	Hold	708	–	–	0.02%	127
2024 Q1	$69K	Hold	708	–	–	0.02%	126
2023 Q4	$59.7K	Hold	708	–	–	0.02%	133
2023 Q3	$58K	Hold	708	–	–	0.02%	126
2023 Q2	$62K	Hold	708	–	–	0.02%	121
2023 Q1	$73K	Hold	708	–	–	0.03%	111
2022 Q4	$76K	Hold	708	–	–	0.03%	108
2022 Q3	$67K	Sell	708 -39	-5%	-$3.97K	0.03%	101
2022 Q2	$77K	Buy	747 +1	+0.1%	+$102	0.03%	100
2022 Q1	$73K	Hold	746	–	–	0.03%	111
2021 Q4	$80K	Hold	746	–	–	0.03%	102
2021 Q3	$66K	Hold	746	–	–	0.02%	115
2021 Q2	$65K	Buy	746 +3	+0.4%	+$270	0.02%	115
2021 Q1	$66K	Buy	743 +2	+0.3%	+$173	0.03%	103
2020 Q4	$59K	Buy	741 +3	+0.4%	+$227	0.02%	91
2020 Q3	$52K	Buy	738 +3	+0.4%	+$222	0.02%	91
2020 Q2	$51K	Buy	735 +2	+0.3%	+$124	0.02%	90
2020 Q1	$37K	Buy	733 +5	+0.7%	+$344	0.02%	98
2019 Q4	$56K	Buy	728 +2	+0.3%	+$152	0.03%	106
2019 Q3	$56K	Buy	726 +3	+0.4%	+$228	0.03%	101
2019 Q2	$58K	Buy	723 +2	+0.3%	+$154	0.03%	103
2019 Q1	$56K	Buy	721 +3	+0.4%	+$231	0.03%	106
2018 Q4	$51K	Buy	718 +2	+0.3%	+$154	0.03%	98
2018 Q3	$60K	Buy	716 +2	+0.3%	+$167	0.03%	95
2018 Q2	$56K	Buy	714 +3	+0.4%	+$223	0.03%	107
2018 Q1	$50K	Buy	711 +2	+0.3%	+$144	0.03%	113
2017 Q4	$50K	Buy	709 +2	+0.3%	+$138	0.03%	100
2017 Q3	$46K	Buy	707 +2	+0.3%	+$127	0.03%	93
2017 Q2	$46K	Sell	705 -730	-51%	-$46.4K	0.03%	112
2017 Q1	$87K	Buy	1,435 +4	+0.3%	+$232	0.06%	100
2016 Q4	$76K	Buy	1,431 +6	+0.4%	+$330	0.05%	87
2016 Q3	$81K	Buy	1,425 +4	+0.3%	+$230	0.07%	80
2016 Q2	$80K	Buy	1,421 +5	+0.4%	+$277	0.1%	64
2016 Q1	$76K	Buy	1,416 +6	+0.4%	+$289	0.12%	34
2015 Q4	$71K	Buy	1,410 +4	+0.3%	+$211	0.08%	42
2015 Q3	$69K	Sell	1,406 -1,059	-43%	-$57.6K	0.1%	45
2015 Q2	$147K	Buy	2,465 +1,069	+77%	+$66.6K	0.08%	96
2015 Q1	$87K	Buy	+1,396	New	+$84.5K	0.05%	70
2014 Q4	–	Sell	-1,388	Closed	-$71K	–	49
2014 Q3	$71K	Buy	1,388 +4	+0.3%	+$208	0.05%	68
2014 Q2	$74K	Buy	1,384 +4	+0.3%	+$199	0.04%	86
2014 Q1	$67K	Buy	+1,380	New	+$64.8K	0.04%	98

Other funds holding ASH

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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