Winslow Evans & Crocker’s Ashland ASH Stock Holding History

Winslow Evans & Crocker’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 Q4	$8K	Buy	+100	New	+$7.56K	﹤0.01%	984
2017 Q3	–	Sell	-100	Closed	-$6.59K	–	1123
2017 Q2	$6.59K	Sell	100 -104	-51%	-$6.61K	﹤0.01%	1006
2017 Q1	$12.4K	Hold	204	–	–	﹤0.01%	844
2016 Q4	$10.9K	Hold	204	–	–	﹤0.01%	860
2016 Q3	$11.6K	Hold	204	–	–	﹤0.01%	862
2016 Q2	$11.5K	Hold	204	–	–	﹤0.01%	837
2016 Q1	$11K	Hold	204	–	–	﹤0.01%	855
2015 Q4	$10.3K	Hold	204	–	–	﹤0.01%	902
2015 Q3	$10.1K	Hold	204	–	–	﹤0.01%	887
2015 Q2	$12.2K	Hold	204	–	–	﹤0.01%	883
2015 Q1	$12.7K	Hold	204	–	–	﹤0.01%	835
2014 Q4	$12K	Hold	204	–	–	﹤0.01%	849
2014 Q3	$10.4K	Hold	204	–	–	﹤0.01%	884
2014 Q2	$10.9K	Hold	204	–	–	﹤0.01%	829
2014 Q1	$9.95K	Hold	204	–	–	﹤0.01%	849
2013 Q4	$10K	Buy	+204	New	+$9.12K	﹤0.01%	896

Other funds holding ASH

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

Eminence Capital New York $4.36B AUM 3.1% 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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Winslow Evans & Crocker's ASH Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Ashland (ASH) in Q4 2020: 100 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in ASH as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in ASH in Q4 2013 and has held it in 16 quarters since. The position peaked at $12.7K in Q1 2015. 325 funds tracked by Wall St. Rank hold ASH as of Q4 2020.

Winslow Evans & Crocker held 100 shares of Ashland worth $8K as of Q4 2020.
Ashland was a new Winslow Evans & Crocker position in Q4 2020.
Ashland made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #984 holding.
Winslow Evans & Crocker first reported a position in Ashland in Q4 2013 and has held it in 16 quarters since.
Winslow Evans & Crocker's Ashland position peaked at $12.7K in Q1 2015.
325 funds tracked by Wall St. Rank held Ashland as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.