DBIA
CAH icon

Dumont & Blake Investment Advisors’s Cardinal Health CAH Stock Holding History

Dumont & Blake Investment Advisors’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
2017
Q3 		– Sell
-4,905
Closed -$382K – 195
2017
Q2 		$382K Sell
4,905
-95
-2% -$7.17K 0.17% 133
2017
Q1 		$408K Buy
5,000
+75
+2% +$5.9K 0.18% 135
2016
Q4 		$354K Sell
4,925
-25
-0.5% -$1.81K 0.17% 138
2016
Q3 		$385K Hold
4,950
– – 0.19% 129
2016
Q2 		$386K Sell
4,950
-100
-2% -$7.97K 0.19% 127
2016
Q1 		$414K Buy
+5,050
New +$411K 0.21% 123

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dumont & Blake Investment Advisors's CAH Position: Q3 2017 in Review

Dumont & Blake Investment Advisors sold out of Cardinal Health (CAH) in Q3 2017, closing a stake of 4,905 shares — an estimated $382K sold.

Dumont & Blake Investment Advisors first reported a position in CAH in Q1 2016 and held it in 6 quarters. The position peaked at $414K in Q1 2016. 712 funds tracked by Wall St. Rank hold CAH as of Q3 2017.

  • Dumont & Blake Investment Advisors reported no remaining Cardinal Health position as of Q3 2017 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 4,905 Cardinal Health shares in Q3 2017, an estimated $382K.
  • Dumont & Blake Investment Advisors first reported a position in Cardinal Health in Q1 2016 and held it in 6 quarters.
  • Dumont & Blake Investment Advisors's Cardinal Health position peaked at $414K in Q1 2016.
  • 712 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2017.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2017, filed 31 Oct 2017.