FTDI
CAH icon

First Trust Direct Indexing’s Cardinal Health CAH Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-9,863
Closed -$1.09M – 137
2024
Q3 		$1.09M Sell
9,863
-2,062
-17% -$216K 0.06% 325
2024
Q2 		$1.17M Buy
11,925
+426
+4% +$43.4K 0.07% 280
2024
Q1 		$1.29M Buy
11,499
+601
+6% +$64.8K 0.1% 238
2023
Q4 		$1.1M Buy
10,898
+908
+9% +$90.1K 0.1% 238
2023
Q3 		$867K Sell
9,990
-27
-0.3% -$2.44K 0.1% 237
2023
Q2 		$947K Sell
10,017
-800
-7% -$67.6K 0.11% 223
2023
Q1 		$817K Buy
10,817
+1,163
+12% +$87.7K 0.1% 264
2022
Q4 		$742K Buy
9,654
+107
+1% +$8.13K 0.1% 274
2022
Q3 		$637K Buy
9,547
+810
+9% +$51.3K 0.09% 285
2022
Q2 		$457K Buy
8,737
+940
+12% +$53.4K 0.06% 371
2022
Q1 		$442K Buy
7,797
+379
+5% +$20.3K 0.05% 402
2021
Q4 		$382K Buy
7,418
+1,033
+16% +$50.7K 0.05% 429
2021
Q3 		$316K Sell
6,385
-1,001
-14% -$54.3K 0.04% 462
2021
Q2 		$422K Buy
7,386
+2,985
+68% +$174K 0.06% 363
2021
Q1 		$267K Sell
4,401
-1,292
-23% -$71.3K 0.07% 327
2020
Q4 		$305K Buy
+5,693
New +$295K 0.08% 283

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

First Trust Direct Indexing's CAH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Cardinal Health (CAH) in Q4 2024, closing a stake of 9,863 shares — an estimated $1.09M sold.

First Trust Direct Indexing first reported a position in CAH in Q4 2020 and held it in 16 quarters. The position peaked at $1.29M in Q1 2024. 1,097 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Cardinal Health position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,863 Cardinal Health shares in Q4 2024, an estimated $1.09M.
  • First Trust Direct Indexing first reported a position in Cardinal Health in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Cardinal Health position peaked at $1.29M in Q1 2024.
  • 1,097 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.