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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
2020
Q4 		– Sell
-5,041
Closed -$237K – 319
2020
Q3 		$237K Buy
+5,041
New +$259K 0.06% 222

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
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.