FFWA
CAH icon

FRG Family Wealth Advisors’s Cardinal Health CAH Stock Holding History

FRG Family Wealth Advisors’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
2017
Q2 		– Sell
-2,504
Closed -$205K – 136
2017
Q1 		$205K Buy
+2,504
New +$197K 0.08% 131
2016
Q2 		– Sell
-2,504
Closed -$205K – 122
2016
Q1 		$205K Hold
2,504
– – 0.1% 120
2015
Q4 		$224K Buy
+2,504
New +$213K 0.11% 119

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

FRG Family Wealth Advisors's CAH Position: Q2 2017 in Review

FRG Family Wealth Advisors sold out of Cardinal Health (CAH) in Q2 2017, closing a stake of 2,504 shares — an estimated $205K sold.

FRG Family Wealth Advisors first reported a position in CAH in Q4 2015 and held it in 3 quarters. The position peaked at $224K in Q4 2015. 747 funds tracked by Wall St. Rank hold CAH as of Q2 2017.

  • FRG Family Wealth Advisors reported no remaining Cardinal Health position as of Q2 2017 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 2,504 Cardinal Health shares in Q2 2017, an estimated $205K.
  • FRG Family Wealth Advisors first reported a position in Cardinal Health in Q4 2015 and held it in 3 quarters.
  • FRG Family Wealth Advisors's Cardinal Health position peaked at $224K in Q4 2015.
  • 747 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2017.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2017, filed 2 Mar 2022.