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Disciplined Investments’s Cardinal Health CAH Stock Holding History

Disciplined 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
Q3 		– Sell
-26
Closed -$2.46K – 316
2023
Q2 		$2.46K Sell
26
-26
-50% -$2.2K ﹤0.01% 580
2023
Q1 		$3.93K Sell
52
-6
-10% -$453 ﹤0.01% 475
2022
Q4 		$4.46K Hold
58
– – ﹤0.01% 422
2022
Q3 		$4K Buy
58
+16
+38% +$1.01K ﹤0.01% 451
2022
Q2 		$2K Buy
42
+2
+5% +$114 ﹤0.01% 619
2022
Q1 		$2K Buy
+40
New +$2.14K ﹤0.01% 649

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Investments's CAH Position: Q3 2023 in Review

Disciplined Investments sold out of Cardinal Health (CAH) in Q3 2023, closing a stake of 26 shares — an estimated $2.46K sold.

Disciplined Investments first reported a position in CAH in Q1 2022 and held it in 6 quarters. The position peaked at $4.46K in Q4 2022. 948 funds tracked by Wall St. Rank hold CAH as of Q3 2023.

  • Disciplined Investments reported no remaining Cardinal Health position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 26 Cardinal Health shares in Q3 2023, an estimated $2.46K.
  • Disciplined Investments first reported a position in Cardinal Health in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Cardinal Health position peaked at $4.46K in Q4 2022.
  • 948 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.