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Avalon Investment & Advisory’s Cardinal Health CAH Stock Holding History

Avalon Investment & Advisory’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
Q1 		$10.8M Sell
143,093
-4,449
-3% -$336K 0.3% 102
2022
Q4 		$11.3M Buy
+147,542
New +$11.2M 0.32% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avalon Investment & Advisory's CAH Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its Cardinal Health (CAH) stake by 3% in Q1 2023, selling an estimated $336K and leaving 143,093 shares worth $10.8M. The position accounts for 0.3% of the portfolio, ranked #102.

Avalon Investment & Advisory first reported a position in CAH in Q4 2022 and has held it in 2 quarters since. The position peaked at $11.3M in Q4 2022. 907 funds tracked by Wall St. Rank hold CAH as of Q1 2023.

  • Avalon Investment & Advisory held 143,093 shares of Cardinal Health worth $10.8M as of Q1 2023.
  • Avalon Investment & Advisory sold 4,449 Cardinal Health shares in Q1 2023, an estimated $336K.
  • Cardinal Health made up 0.3% of Avalon Investment & Advisory's portfolio in Q1 2023, its #102 holding.
  • Avalon Investment & Advisory first reported a position in Cardinal Health in Q4 2022 and has held it in 2 quarters since.
  • Avalon Investment & Advisory's Cardinal Health position peaked at $11.3M in Q4 2022.
  • 907 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.