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Dorchester Wealth Management’s Cardinal Health CAH Stock Holding History

Dorchester Wealth Management’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
Q2 		– Sell
-3,375
Closed -$255K – 149
2023
Q1 		$255K Sell
3,375
-900
-21% -$67.9K 0.05% 134
2022
Q4 		$329K Sell
4,275
-900
-17% -$68.4K 0.08% 114
2022
Q3 		$345K Sell
5,175
-2,225
-30% -$141K 0.08% 118
2022
Q2 		$387K Sell
7,400
-200
-3% -$11.4K 0.08% 113
2022
Q1 		$538K Sell
7,600
-100
-1% -$5.36K 0.09% 101
2021
Q4 		$396K Buy
7,700
+1,400
+22% +$68.7K 0.08% 106
2021
Q3 		$312K Hold
6,300
– – 0.08% 114
2021
Q2 		$360K Sell
6,300
-750
-11% -$43.8K 0.08% 116
2021
Q1 		$428K Sell
7,050
-1,000
-12% -$55.2K 0.11% 100
2020
Q4 		$431K Hold
8,050
– – 0.11% 94
2020
Q3 		$378K Buy
8,050
+900
+13% +$46.2K 0.12% 99
2020
Q2 		$373K Hold
7,150
– – 0.12% 97
2020
Q1 		$343K Sell
7,150
-750
-9% -$38.9K 0.13% 88
2019
Q4 		$400K Hold
7,900
– – 0.11% 84
2019
Q3 		$373K Buy
7,900
+900
+13% +$41.1K 0.11% 89
2019
Q2 		$330K Buy
7,000
+400
+6% +$18.4K 0.1% 97
2019
Q1 		$318K Buy
6,600
+1,000
+18% +$50.1K 0.1% 96
2018
Q4 		$250K Buy
5,600
+1,700
+44% +$88.6K 0.09% 94
2018
Q3 		$211K Buy
+3,900
New +$200K 0.07% 109

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dorchester Wealth Management's CAH Position: Q2 2023 in Review

Dorchester Wealth Management sold out of Cardinal Health (CAH) in Q2 2023, closing a stake of 3,375 shares — an estimated $255K sold.

Dorchester Wealth Management first reported a position in CAH in Q3 2018 and held it in 19 quarters. The position peaked at $538K in Q1 2022. 948 funds tracked by Wall St. Rank hold CAH as of Q2 2023.

  • Dorchester Wealth Management reported no remaining Cardinal Health position as of Q2 2023 after selling out during the quarter.
  • Dorchester Wealth Management sold 3,375 Cardinal Health shares in Q2 2023, an estimated $255K.
  • Dorchester Wealth Management first reported a position in Cardinal Health in Q3 2018 and held it in 19 quarters.
  • Dorchester Wealth Management's Cardinal Health position peaked at $538K in Q1 2022.
  • 948 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2023.

Based on Dorchester Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.