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Buck Wealth Strategies’s Cardinal Health CAH Stock Holding History

Buck Wealth Strategies’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 		– Sell
-39
Closed -$3.39K – 106
2023
Q3 		$3.39K Hold
39
– – ﹤0.01% 268
2023
Q2 		$3.69K Hold
39
– – ﹤0.01% 200
2023
Q1 		$2.94K Buy
+39
New +$2.94K ﹤0.01% 162

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Buck Wealth Strategies's CAH Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Cardinal Health (CAH) in Q4 2023, closing a stake of 39 shares — an estimated $3.39K sold.

Buck Wealth Strategies first reported a position in CAH in Q1 2023 and held it in 3 quarters. The position peaked at $3.69K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Cardinal Health position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 39 Cardinal Health shares in Q4 2023, an estimated $3.39K.
  • Buck Wealth Strategies first reported a position in Cardinal Health in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Cardinal Health position peaked at $3.69K in Q2 2023.
  • 1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.