Ownership history in EPG Wealth Management LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which EPG Wealth Management LLC reported a position in ASHLAND GLOBAL HLDGS INC COM (ASH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EPG Wealth Management LLC underperformed the S&P 500 by β21.8% annually on this ASH position. Timing score: 47% (9/19 decisions correct). Average cost basis: $79.09. Maximum drawdown during holding period: β52.8%.
β Significantly underperformed the S&P 500 by 21.8% ann.
19 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct
Best entry: $47.22 (2025 Q3) Β· Worst: $100.09 (2022 Q4)
πͺ Held through 2 major drawdowns (>20%).
14 adds Β· 6 trims. Bought during 7 of 12 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size