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Aevitas Wealth Management’s Cardinal Health CAH Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-238
Closed -$11K – 134
2019
Q1 		$11K Buy
238
+2
+0.8% +$100 0.01% 294
2018
Q4 		$11K Sell
236
-138
-37% -$7.19K 0.01% 287
2018
Q3 		$20K Buy
374
+2
+0.5% +$102 0.02% 286
2018
Q2 		$18K Buy
372
+2
+0.5% +$113 0.02% 285
2018
Q1 		$23K Buy
370
+1
+0.3% +$69 0.02% 241
2017
Q4 		$23K Buy
+369
New +$22.8K 0.02% 243

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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

Aevitas Wealth Management's CAH Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Cardinal Health (CAH) in Q2 2019, closing a stake of 238 shares — an estimated $11K sold.

Aevitas Wealth Management first reported a position in CAH in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q1 2018. 686 funds tracked by Wall St. Rank hold CAH as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Cardinal Health position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 238 Cardinal Health shares in Q2 2019, an estimated $11K.
  • Aevitas Wealth Management first reported a position in Cardinal Health in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Cardinal Health position peaked at $23K in Q1 2018.
  • 686 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.