EWM
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Executive Wealth Management’s Cardinal Health CAH Stock Holding History

Executive 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
2019
Q3 		– Sell
-109
Closed -$5K – 228
2019
Q2 		$5K Buy
+109
New +$5.03K ﹤0.01% 705
2019
Q1 		– Sell
-61
Closed -$5K – 837
2018
Q4 		$5K Buy
+61
New +$3.18K ﹤0.01% 662

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's CAH Position: Q3 2019 in Review

Executive Wealth Management sold out of Cardinal Health (CAH) in Q3 2019, closing a stake of 109 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in CAH in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 663 funds tracked by Wall St. Rank hold CAH as of Q3 2019.

  • Executive Wealth Management reported no remaining Cardinal Health position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 109 Cardinal Health shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Cardinal Health in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Cardinal Health position peaked at $5K in Q2 2019.
  • 663 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.