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Accel Wealth Management’s Cardinal Health CAH Stock Holding History

Accel Wealth Management’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-700
Closed -$52.9K – 261
2023
Q1 		$52.9K Buy
700
+500
+250% +$37.7K 0.02% 465
2022
Q4 		$15.4K Hold
200
– – 0.01% 604
2022
Q3 		$14K Hold
200
– – 0.01% 654
2022
Q2 		$11K Hold
200
– – 0.01% 683
2022
Q1 		$12K Buy
+200
New +$10.7K 0.01% 676
2021
Q3 		– Sell
-207
Closed -$12K – 830
2021
Q2 		$12K Sell
207
-86
-29% -$5.03K 0.01% 654
2021
Q1 		$18K Sell
293
-78
-21% -$4.3K 0.01% 535
2020
Q4 		$20K Buy
+371
New +$19.3K 0.02% 485

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accel Wealth Management's CAH Position: Q2 2023 in Review

Accel Wealth Management sold out of Cardinal Health (CAH) in Q2 2023, closing a stake of 700 shares — an estimated $52.9K sold.

Accel Wealth Management first reported a position in CAH in Q4 2020 and held it in 8 quarters. The position peaked at $52.9K in Q1 2023. 948 funds tracked by Wall St. Rank hold CAH as of Q2 2023.

  • Accel Wealth Management reported no remaining Cardinal Health position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 700 Cardinal Health shares in Q2 2023, an estimated $52.9K.
  • Accel Wealth Management first reported a position in Cardinal Health in Q4 2020 and held it in 8 quarters.
  • Accel Wealth Management's Cardinal Health position peaked at $52.9K in Q1 2023.
  • 948 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.