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Baldwin Wealth Partners’s Cardinal Health CAH Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-141
Closed -$15.6K – 347
2024
Q3 		$15.6K Buy
+141
New +$14.7K ﹤0.01% 732
2017
Q4 		– Sell
-33
Closed -$2K – 477
2017
Q3 		$2K Buy
+33
New +$2.33K ﹤0.01% 462
2016
Q3 		– Sell
-698
Closed -$54K – 540
2016
Q2 		$54K Sell
698
-23,147
-97% -$1.85M 0.01% 265
2016
Q1 		$1.95M Buy
23,845
+294
+1% +$23.9K 0.35% 63
2015
Q4 		$2.1M Sell
23,551
-127,710
-84% -$10.8M 0.34% 69
2015
Q3 		$11.6M Sell
151,261
-2,564
-2% -$214K 1.96% 9
2015
Q2 		$12.9M Buy
153,825
+3,241
+2% +$286K 1.91% 9
2015
Q1 		$13.6M Buy
150,584
+2,188
+1% +$188K 2% 8
2014
Q4 		$12M Sell
148,396
-2,900
-2% -$229K 1.73% 13
2014
Q3 		$11.3M Buy
151,296
+5,742
+4% +$418K 1.61% 14
2014
Q2 		$9.98M Buy
145,554
+11,916
+9% +$811K 1.48% 20
2014
Q1 		$9.35M Buy
133,638
+120,753
+937% +$8.4M 1.5% 22
2013
Q4 		$861K Buy
+12,885
New +$788K 0.14% 142

Other funds holding CAH

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Baldwin Wealth Partners's CAH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Cardinal Health (CAH) in Q4 2024, closing a stake of 141 shares — an estimated $15.6K sold.

Baldwin Wealth Partners first reported a position in CAH in Q4 2013 and held it in 13 quarters. The position peaked at $13.6M in Q1 2015. 1,100 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Cardinal Health position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 141 Cardinal Health shares in Q4 2024, an estimated $15.6K.
  • Baldwin Wealth Partners first reported a position in Cardinal Health in Q4 2013 and held it in 13 quarters.
  • Baldwin Wealth Partners's Cardinal Health position peaked at $13.6M in Q1 2015.
  • 1,100 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.