FPFS
CAH icon

First Personal Financial Services’s Cardinal Health CAH Stock Holding History

First Personal Financial Services’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
2024
Q3 		$222 Buy
+2
New +$209 ﹤0.01% 456
2020
Q1 		– Sell
-19
Closed -$1K – 328
2019
Q4 		$1K Sell
19
-786
-98% -$40.6K ﹤0.01% 402
2019
Q3 		$38K Buy
805
+10
+1% +$456 0.01% 269
2019
Q2 		$37K Buy
795
+9
+1% +$415 0.01% 316
2019
Q1 		$38K Hold
786
– – 0.01% 313
2018
Q4 		$35K Sell
786
-14
-2% -$730 0.01% 308
2018
Q3 		$43K Buy
800
+398
+99% +$20.4K 0.01% 308
2018
Q2 		$20K Sell
402
-1,298
-76% -$73.6K 0.01% 395
2018
Q1 		$107K Sell
1,700
-459
-21% -$31.5K 0.02% 292
2017
Q4 		$132K Hold
2,159
– – 0.03% 299
2017
Q3 		$144K Sell
2,159
-50
-2% -$3.53K 0.03% 256
2017
Q2 		$172K Buy
2,209
+1,238
+127% +$93.4K 0.04% 233
2017
Q1 		$79K Hold
971
– – 0.02% 319
2016
Q4 		$70K Buy
971
+886
+1,042% +$64.1K 0.02% 326
2016
Q3 		$7K Hold
85
– – ﹤0.01% 649
2016
Q2 		$7K Buy
+85
New +$6.78K ﹤0.01% 633
2015
Q4 		– Sell
-170
Closed -$14K – 407
2015
Q3 		$14K Hold
170
– – 0.01% 259
2015
Q2 		$15K Hold
170
– – 0.01% 247
2015
Q1 		$16K Hold
170
– – 0.01% 239
2014
Q4 		$13K Buy
+170
New +$13.4K 0.01% 238

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's CAH Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Cardinal Health (CAH) in Q3 2024: 2 shares worth $222. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in CAH as recently as Q4 2019.

First Personal Financial Services first reported a position in CAH in Q4 2014 and has held it in 20 quarters since. The position peaked at $172K in Q2 2017. 1,015 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • First Personal Financial Services held 2 shares of Cardinal Health worth $222 as of Q3 2024.
  • Cardinal Health was a new First Personal Financial Services position in Q3 2024.
  • Cardinal Health made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #456 holding.
  • First Personal Financial Services first reported a position in Cardinal Health in Q4 2014 and has held it in 20 quarters since.
  • First Personal Financial Services's Cardinal Health position peaked at $172K in Q2 2017.
  • 1,015 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.