Baystate Wealth Management’s Cardinal Health CAH Stock Holding History

Baystate 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
2023 Q4	$111K	Buy	+1,103	New	+$109K	0.01%	261
2023 Q3	–	Hold	0	–	–	–	1011
2023 Q2	–	Sell	-2,094	Closed	-$177K	–	1031
2023 Q1	$158K	Buy	2,094 +26	+1%	+$1.96K	0.01%	203
2022 Q4	$159K	Buy	2,068 +15	+0.7%	+$1.14K	0.01%	210
2022 Q3	$137K	Buy	2,053 +19	+0.9%	+$1.2K	0.01%	202
2022 Q2	$106K	Buy	2,034 +16	+0.8%	+$909	0.01%	229
2022 Q1	$114K	Buy	2,018 +18	+0.9%	+$964	0.01%	229
2021 Q4	$103K	Buy	+2,000	New	+$98.1K	0.01%	240

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Baystate Wealth Management's CAH Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Cardinal Health (CAH) in Q4 2023: 1,103 shares worth $111K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in CAH as recently as Q1 2023.

Baystate Wealth Management first reported a position in CAH in Q4 2021 and has held it in 7 quarters since. The position peaked at $159K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

Baystate Wealth Management held 1,103 shares of Cardinal Health worth $111K as of Q4 2023.
Cardinal Health was a new Baystate Wealth Management position in Q4 2023.
Cardinal Health made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #261 holding.
Baystate Wealth Management first reported a position in Cardinal Health in Q4 2021 and has held it in 7 quarters since.
Baystate Wealth Management's Cardinal Health position peaked at $159K in Q4 2022.
1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.