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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Cardinal Health CAH Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-347
Closed -$23K – 278
2017
Q3 		$23K Hold
347
– – 0.01% 209
2017
Q2 		$27K Hold
347
– – 0.01% 186
2017
Q1 		$29K Hold
347
– – 0.01% 194
2016
Q4 		$25K Hold
347
– – 0.01% 221
2016
Q3 		$26K Hold
347
– – 0.01% 209
2016
Q2 		$27K Hold
347
– – 0.01% 185
2016
Q1 		$28K Hold
347
– – 0.01% 173
2015
Q4 		$31K Buy
+347
New +$29.5K 0.02% 160

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CAH Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Cardinal Health (CAH) in Q4 2017, closing a stake of 347 shares — an estimated $23K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CAH in Q4 2015 and held it in 8 quarters. The position peaked at $31K in Q4 2015. 722 funds tracked by Wall St. Rank hold CAH as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Cardinal Health position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 347 Cardinal Health shares in Q4 2017, an estimated $23K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Cardinal Health in Q4 2015 and held it in 8 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Cardinal Health position peaked at $31K in Q4 2015.
  • 722 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.