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DFPG Investments’s Cardinal Health CAH Stock Holding History

DFPG Investments’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 		$259K Sell
2,477
-128
-5% -$12.7K 0.02% 546
2023
Q3 		$268K Buy
2,605
+24
+0.9% +$2.17K 0.02% 499
2023
Q2 		$238K Buy
+2,581
New +$218K 0.02% 521

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

DFPG Investments's CAH Position: Q4 2023 in Review

DFPG Investments reduced its Cardinal Health (CAH) stake by 4.9% in Q4 2023, selling an estimated $12.7K and leaving 2,477 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #546.

DFPG Investments first reported a position in CAH in Q2 2023 and has held it in 3 quarters since. The position peaked at $268K in Q3 2023. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

  • DFPG Investments held 2,477 shares of Cardinal Health worth $259K as of Q4 2023.
  • DFPG Investments sold 128 Cardinal Health shares in Q4 2023, an estimated $12.7K.
  • Cardinal Health made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #546 holding.
  • DFPG Investments first reported a position in Cardinal Health in Q2 2023 and has held it in 3 quarters since.
  • DFPG Investments's Cardinal Health position peaked at $268K in Q3 2023.
  • 1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.