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Aris Wealth Services’s Cardinal Health CAH Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-1,206
Closed -$101K – 395
2015
Q2 		$101K Buy
1,206
+291
+32% +$25.7K 0.09% 146
2015
Q1 		$83K Buy
+915
New +$78.8K 0.08% 158

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aris Wealth Services's CAH Position: Q3 2015 in Review

Aris Wealth Services sold out of Cardinal Health (CAH) in Q3 2015, closing a stake of 1,206 shares — an estimated $101K sold.

Aris Wealth Services first reported a position in CAH in Q1 2015 and held it in 2 quarters. The position peaked at $101K in Q2 2015. 756 funds tracked by Wall St. Rank hold CAH as of Q3 2015.

  • Aris Wealth Services reported no remaining Cardinal Health position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,206 Cardinal Health shares in Q3 2015, an estimated $101K.
  • Aris Wealth Services first reported a position in Cardinal Health in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Cardinal Health position peaked at $101K in Q2 2015.
  • 756 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.