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Buckingham Strategic Wealth’s Cardinal Health CAH Stock Holding History

Buckingham Strategic 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
2024
Q2 		$1.03M Sell
10,478
-1,536
-13% -$157K 0.01% 328
2024
Q1 		$1.34M Sell
12,014
-2
-0% -$216 0.01% 287
2023
Q4 		$1.21M Buy
12,016
+24
+0.2% +$2.38K 0.01% 299
2023
Q3 		$1.04M Sell
11,992
-473
-4% -$42.8K 0.01% 287
2023
Q2 		$1.18M Buy
12,465
+246
+2% +$20.8K 0.02% 272
2023
Q1 		$939K Hold
12,219
– – 0.02% 278
2022
Q4 		$939K Buy
12,219
+310
+3% +$23.6K 0.02% 279
2022
Q3 		$794K Buy
11,909
+75
+0.6% +$4.75K 0.02% 285
2022
Q2 		$619K Sell
11,834
-278
-2% -$15.8K 0.01% 326
2022
Q1 		$687K Sell
12,112
-484
-4% -$25.9K 0.01% 311
2021
Q4 		$649K Buy
12,596
+430
+4% +$21.1K 0.01% 318
2021
Q3 		$602K Buy
12,166
+8
+0.1% +$434 0.01% 321
2021
Q2 		$694K Buy
12,158
+114
+0.9% +$6.66K 0.02% 295
2021
Q1 		$732K Sell
12,044
-477
-4% -$26.3K 0.04% 268
2020
Q4 		$671K Sell
12,521
-114
-0.9% -$5.92K 0.04% 273
2020
Q3 		$593K Buy
12,635
+8,239
+187% +$423K 0.05% 239
2020
Q2 		$229K Sell
4,396
-8,967
-67% -$462K 0.02% 361
2020
Q1 		$641K Sell
13,363
-365
-3% -$19K 0.06% 226
2019
Q4 		$694K Sell
13,728
-1,646
-11% -$85K 0.07% 203
2019
Q3 		$725K Sell
15,374
-23
-0.1% -$1.05K 0.08% 182
2019
Q2 		$725K Sell
15,397
-54
-0.3% -$2.49K 0.08% 189
2019
Q1 		$744K Sell
15,451
-203
-1% -$10.2K 0.09% 167
2018
Q4 		$698K Buy
15,654
+308
+2% +$16.1K 0.11% 152
2018
Q3 		$829K Buy
15,346
+120
+0.8% +$6.14K 0.13% 133
2018
Q2 		$743K Buy
15,226
+8,327
+121% +$472K 0.12% 143
2018
Q1 		$432K Buy
+6,899
New +$473K 0.08% 185
2017
Q3 		– Sell
-3,114
Closed -$243K – 291
2017
Q2 		$243K Buy
+3,114
New +$235K 0.06% 250

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Buckingham Strategic Wealth's CAH Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Cardinal Health (CAH) stake by 13% in Q2 2024, selling an estimated $157K and leaving 10,478 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #328.

Buckingham Strategic Wealth first reported a position in CAH in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.34M in Q1 2024. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

  • Buckingham Strategic Wealth held 10,478 shares of Cardinal Health worth $1.03M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,536 Cardinal Health shares in Q2 2024, an estimated $157K.
  • Cardinal Health made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #328 holding.
  • Buckingham Strategic Wealth first reported a position in Cardinal Health in Q2 2017 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's Cardinal Health position peaked at $1.34M in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.