AP
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Appleton Partners’s Cardinal Health CAH Stock Holding History

Appleton Partners’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
2018
Q1 		– Sell
-7,477
Closed -$458K – 260
2017
Q4 		$458K Sell
7,477
-3,086
-29% -$191K 0.07% 186
2017
Q3 		$707K Sell
10,563
-5,200
-33% -$368K 0.12% 144
2017
Q2 		$1.23M Buy
15,763
+4,090
+35% +$309K 0.21% 115
2017
Q1 		$952K Sell
11,673
-5,310
-31% -$418K 0.18% 120
2016
Q4 		$1.22M Sell
16,983
-7,655
-31% -$553K 0.25% 100
2016
Q3 		$1.91M Buy
24,638
+4,760
+24% +$385K 0.36% 75
2016
Q2 		$1.55M Sell
19,878
-3,500
-15% -$279K 0.32% 78
2016
Q1 		$1.92M Buy
23,378
+3,505
+18% +$285K 0.38% 70
2015
Q4 		$1.77M Buy
19,873
+15,455
+350% +$1.31M 0.35% 74
2015
Q3 		$339K Buy
+4,418
New +$369K 0.08% 161

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Appleton Partners's CAH Position: Q1 2018 in Review

Appleton Partners sold out of Cardinal Health (CAH) in Q1 2018, closing a stake of 7,477 shares — an estimated $458K sold.

Appleton Partners first reported a position in CAH in Q3 2015 and held it in 10 quarters. The position peaked at $1.92M in Q1 2016. 737 funds tracked by Wall St. Rank hold CAH as of Q1 2018.

  • Appleton Partners reported no remaining Cardinal Health position as of Q1 2018 after selling out during the quarter.
  • Appleton Partners sold 7,477 Cardinal Health shares in Q1 2018, an estimated $458K.
  • Appleton Partners first reported a position in Cardinal Health in Q3 2015 and held it in 10 quarters.
  • Appleton Partners's Cardinal Health position peaked at $1.92M in Q1 2016.
  • 737 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2018.

Based on Appleton Partners's 13F filing for Q1 2018, filed 11 Apr 2018.