BWFM
CAH icon

Bridgewater Wealth & Financial Management’s Cardinal Health CAH Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-5,960
Closed -$464K – 42
2017
Q2 		$464K Sell
5,960
-100
-2% -$7.55K 0.15% 64
2017
Q1 		$494K Sell
6,060
-27
-0.4% -$2.13K 0.18% 59
2016
Q4 		$438K Hold
6,087
– – 0.17% 65
2016
Q3 		$473K Sell
6,087
-474
-7% -$38.3K 0.17% 63
2016
Q2 		$512K Buy
6,561
+19
+0.3% +$1.51K 0.18% 61
2016
Q1 		$536K Buy
+6,542
New +$532K 0.19% 61

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridgewater Wealth & Financial Management's CAH Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Cardinal Health (CAH) in Q3 2017, closing a stake of 5,960 shares — an estimated $464K sold.

Bridgewater Wealth & Financial Management first reported a position in CAH in Q1 2016 and held it in 6 quarters. The position peaked at $536K in Q1 2016. 712 funds tracked by Wall St. Rank hold CAH as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Cardinal Health position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 5,960 Cardinal Health shares in Q3 2017, an estimated $464K.
  • Bridgewater Wealth & Financial Management first reported a position in Cardinal Health in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's Cardinal Health position peaked at $536K in Q1 2016.
  • 712 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.