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Advisory Research’s Cardinal Health CAH Stock Holding History

Advisory Research’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
2017
Q3 		– Sell
-110,528
Closed -$8.61M – 435
2017
Q2 		$8.61M Buy
110,528
+43,422
+65% +$3.28M 0.14% 127
2017
Q1 		$5.47M Buy
67,106
+10,973
+20% +$864K 0.08% 158
2016
Q4 		$4.04M Buy
56,133
+21,449
+62% +$1.55M 0.06% 147
2016
Q3 		$2.69M Sell
34,684
-260
-0.7% -$21K 0.04% 134
2016
Q2 		$2.73M Buy
34,944
+5,354
+18% +$427K 0.05% 138
2016
Q1 		$2.42M Buy
+29,590
New +$2.41M 0.05% 138
2014
Q2 		– Sell
-967
Closed -$68K – 380
2014
Q1 		$68K Buy
+967
New +$67.2K ﹤0.01% 605

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Research's CAH Position: Q3 2017 in Review

Advisory Research sold out of Cardinal Health (CAH) in Q3 2017, closing a stake of 110,528 shares — an estimated $8.61M sold.

Advisory Research first reported a position in CAH in Q1 2014 and held it in 7 quarters. The position peaked at $8.61M in Q2 2017. 712 funds tracked by Wall St. Rank hold CAH as of Q3 2017.

  • Advisory Research reported no remaining Cardinal Health position as of Q3 2017 after selling out during the quarter.
  • Advisory Research sold 110,528 Cardinal Health shares in Q3 2017, an estimated $8.61M.
  • Advisory Research first reported a position in Cardinal Health in Q1 2014 and held it in 7 quarters.
  • Advisory Research's Cardinal Health position peaked at $8.61M in Q2 2017.
  • 712 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.