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FormulaFolio Investments’s Cardinal Health CAH Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-9,602
Closed -$514K – 509
2020
Q4 		$514K Buy
+9,602
New +$498K 0.01% 436
2018
Q1 		– Sell
-14,427
Closed -$884K – 277
2017
Q4 		$884K Buy
+14,427
New +$892K 0.06% 110

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FormulaFolio Investments's CAH Position: Q1 2021 in Review

FormulaFolio Investments sold out of Cardinal Health (CAH) in Q1 2021, closing a stake of 9,602 shares — an estimated $514K sold.

FormulaFolio Investments first reported a position in CAH in Q4 2017 and held it in 2 quarters. The position peaked at $884K in Q4 2017. 801 funds tracked by Wall St. Rank hold CAH as of Q1 2021.

  • FormulaFolio Investments reported no remaining Cardinal Health position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 9,602 Cardinal Health shares in Q1 2021, an estimated $514K.
  • FormulaFolio Investments first reported a position in Cardinal Health in Q4 2017 and held it in 2 quarters.
  • FormulaFolio Investments's Cardinal Health position peaked at $884K in Q4 2017.
  • 801 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.