Cypress Wealth Services’s Cardinal Health CAH Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-3,864	Closed	-$235K	–	262
2021 Q1	$235K	Sell	3,864 -367	-9%	-$20.3K	0.05%	250
2020 Q4	$227K	Buy	+4,231	New	+$220K	0.05%	252
2020 Q3	–	Sell	-5,169	Closed	-$265K	–	296
2020 Q2	$270K	Buy	5,169 +42	+0.8%	+$2.17K	0.06%	215
2020 Q1	$246K	Buy	5,127 +155	+3%	+$8.05K	0.07%	201
2019 Q4	$251K	Buy	4,972 +24	+0.5%	+$1.24K	0.06%	211
2019 Q3	$233K	Buy	4,948 +120	+2%	+$5.48K	0.06%	217
2019 Q2	$227K	Buy	4,828 +26	+0.5%	+$1.2K	0.07%	227
2019 Q1	$231K	Sell	4,802 -2,892	-38%	-$145K	0.07%	216
2018 Q4	$343K	Sell	7,694 -659	-8%	-$34.4K	0.14%	139
2018 Q3	$451K	Buy	8,353 +39	+0.5%	+$2K	0.16%	125
2018 Q2	$406K	Buy	+8,314	New	+$471K	0.15%	132

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Wealth Services's CAH Position: Q2 2021 in Review

Cypress Wealth Services sold out of Cardinal Health (CAH) in Q2 2021, closing a stake of 3,864 shares — an estimated $235K sold.

Cypress Wealth Services first reported a position in CAH in Q2 2018 and held it in 11 quarters. The position peaked at $451K in Q3 2018. 789 funds tracked by Wall St. Rank hold CAH as of Q2 2021.

Cypress Wealth Services reported no remaining Cardinal Health position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 3,864 Cardinal Health shares in Q2 2021, an estimated $235K.
Cypress Wealth Services first reported a position in Cardinal Health in Q2 2018 and held it in 11 quarters.
Cypress Wealth Services's Cardinal Health position peaked at $451K in Q3 2018.
789 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.