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Berman Capital Advisors’s Cardinal Health CAH Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$76K Buy
1,554
+761
+96% +$41.3K 0.01% 521
2021
Q2 		$45K Buy
793
+107
+16% +$6.25K 0.01% 625
2021
Q1 		$41K Sell
686
-6
-0.9% -$331 0.01% 544
2020
Q4 		$37K Buy
692
+329
+91% +$17.1K 0.01% 486
2020
Q3 		$17K Buy
363
+18
+5% +$924 ﹤0.01% 636
2020
Q2 		$18K Buy
345
+40
+13% +$2.06K ﹤0.01% 572
2020
Q1 		$14K Buy
305
+160
+110% +$8.31K ﹤0.01% 579
2019
Q4 		$7K Hold
145
– – ﹤0.01% 865
2019
Q3 		$6K Buy
145
+91
+169% +$4.15K ﹤0.01% 880
2019
Q2 		$2K Buy
54
+4
+8% +$185 ﹤0.01% 1163
2019
Q1 		$2K Sell
50
-82
-62% -$4.11K ﹤0.01% 1065
2018
Q4 		$5K Buy
+132
New +$6.88K ﹤0.01% 674

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's CAH Position: Q3 2021 in Review

Berman Capital Advisors increased its Cardinal Health (CAH) stake by 96% in Q3 2021, buying an estimated $41.3K and bringing the position to 1,554 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #521.

Berman Capital Advisors first reported a position in CAH in Q4 2018 and has held it in 12 quarters since. 749 funds tracked by Wall St. Rank hold CAH as of Q3 2021.

  • Berman Capital Advisors held 1,554 shares of Cardinal Health worth $76K as of Q3 2021.
  • Berman Capital Advisors bought 761 Cardinal Health shares in Q3 2021, an estimated $41.3K.
  • Cardinal Health made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #521 holding.
  • Berman Capital Advisors first reported a position in Cardinal Health in Q4 2018 and has held it in 12 quarters since.
  • 749 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.