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Bison Wealth’s Cardinal Health CAH Stock Holding History

Bison Wealth’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
2020
Q1 		– Sell
-4,538
Closed -$230K – 342
2019
Q4 		$230K Buy
+4,538
New +$234K 0.11% 207
2016
Q2 		– Sell
-3,407
Closed -$279K – 193
2016
Q1 		$279K Sell
3,407
-854
-20% -$69.4K 0.18% 135
2015
Q4 		$380K Buy
4,261
+677
+19% +$57.5K 0.22% 136
2015
Q3 		$275K Buy
3,584
+273
+8% +$22.8K 0.18% 155
2015
Q2 		$277K Buy
3,311
+176
+6% +$15.5K 0.16% 172
2015
Q1 		$283K Buy
3,135
+345
+12% +$29.7K 0.17% 165
2014
Q4 		$225K Buy
+2,790
New +$220K 0.17% 161

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bison Wealth's CAH Position: Q1 2020 in Review

Bison Wealth sold out of Cardinal Health (CAH) in Q1 2020, closing a stake of 4,538 shares — an estimated $230K sold.

Bison Wealth first reported a position in CAH in Q4 2014 and held it in 7 quarters. The position peaked at $380K in Q4 2015. 721 funds tracked by Wall St. Rank hold CAH as of Q1 2020.

  • Bison Wealth reported no remaining Cardinal Health position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 4,538 Cardinal Health shares in Q1 2020, an estimated $230K.
  • Bison Wealth first reported a position in Cardinal Health in Q4 2014 and held it in 7 quarters.
  • Bison Wealth's Cardinal Health position peaked at $380K in Q4 2015.
  • 721 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.