EWM
CAH icon

Evercore Wealth Management’s Cardinal Health CAH Stock Holding History

Evercore 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
2018
Q1 		– Sell
-1,075
Closed -$66K – 412
2017
Q4 		$66K Hold
1,075
– – ﹤0.01% 539
2017
Q3 		$72K Hold
1,075
– – ﹤0.01% 521
2017
Q2 		$84K Sell
1,075
-65
-6% -$4.91K ﹤0.01% 504
2017
Q1 		$93K Sell
1,140
-1,818
-61% -$143K ﹤0.01% 494
2016
Q4 		$213K Buy
2,958
+1,746
+144% +$126K 0.01% 356
2016
Q3 		$94K Buy
1,212
+92
+8% +$7.43K ﹤0.01% 493
2016
Q2 		$88K Sell
1,120
-1,600
-59% -$128K ﹤0.01% 484
2016
Q1 		$223K Buy
2,720
+795
+41% +$64.6K 0.01% 335
2015
Q4 		$172K Hold
1,925
– – 0.01% 397
2015
Q3 		$148K Sell
1,925
-60
-3% -$5.01K 0.01% 431
2015
Q2 		$166K Sell
1,985
-67
-3% -$5.92K 0.01% 451
2015
Q1 		$184K Buy
2,052
+1,727
+531% +$149K 0.01% 432
2014
Q4 		$26K Hold
325
– – ﹤0.01% 630
2014
Q3 		$24K Hold
325
– – ﹤0.01% 708
2014
Q2 		$22K Hold
325
– – ﹤0.01% 718
2014
Q1 		$23K Hold
325
– – ﹤0.01% 722
2013
Q4 		$22K Hold
325
– – ﹤0.01% 664
2013
Q3 		$17K Buy
325
+225
+225% +$11.4K ﹤0.01% 704
2013
Q2 		$5K Buy
+100
New +$4.57K ﹤0.01% 759

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evercore Wealth Management's CAH Position: Q1 2018 in Review

Evercore Wealth Management sold out of Cardinal Health (CAH) in Q1 2018, closing a stake of 1,075 shares — an estimated $66K sold.

Evercore Wealth Management first reported a position in CAH in Q2 2013 and held it in 19 quarters. The position peaked at $223K in Q1 2016. 737 funds tracked by Wall St. Rank hold CAH as of Q1 2018.

  • Evercore Wealth Management reported no remaining Cardinal Health position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,075 Cardinal Health shares in Q1 2018, an estimated $66K.
  • Evercore Wealth Management first reported a position in Cardinal Health in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Cardinal Health position peaked at $223K in Q1 2016.
  • 737 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.