Gideon Capital Advisors’s Cardinal Health CAH Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-7,141	Closed	-$361K	–	32
2019 Q4	$361K	Buy	+7,141	New	+$369K	0.12%	199
2019 Q1	–	Sell	-8,027	Closed	-$358K	–	389
2018 Q4	$358K	Buy	8,027 +3,428	+75%	+$179K	0.15%	218
2018 Q3	$248K	Buy	+4,599	New	+$235K	0.12%	275
2018 Q2	–	Sell	-4,565	Closed	-$286K	–	374
2018 Q1	$286K	Sell	4,565 -1,238	-21%	-$84.9K	0.18%	256
2017 Q4	$356K	Buy	+5,803	New	+$359K	0.31%	106
2017 Q2	–	Sell	-2,851	Closed	-$232K	–	265
2017 Q1	$232K	Sell	2,851 -1,984	-41%	-$156K	0.14%	331
2016 Q4	$348K	Buy	+4,835	New	+$350K	0.22%	203
2015 Q3	–	Sell	-4,600	Closed	-$385K	–	230
2015 Q2	$385K	Buy	+4,600	New	+$406K	0.16%	169
2014 Q3	–	Sell	-12,840	Closed	-$880K	–	276
2014 Q2	$880K	Buy	12,840 +9,418	+275%	+$641K	0.32%	101
2014 Q1	$239K	Buy	+3,422	New	+$238K	0.13%	175

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gideon Capital Advisors's CAH Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Cardinal Health (CAH) in Q1 2020, closing a stake of 7,141 shares — an estimated $361K sold.

Gideon Capital Advisors first reported a position in CAH in Q1 2014 and held it in 10 quarters. The position peaked at $880K in Q2 2014. 722 funds tracked by Wall St. Rank hold CAH as of Q1 2020.

Gideon Capital Advisors reported no remaining Cardinal Health position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 7,141 Cardinal Health shares in Q1 2020, an estimated $361K.
Gideon Capital Advisors first reported a position in Cardinal Health in Q1 2014 and held it in 10 quarters.
Gideon Capital Advisors's Cardinal Health position peaked at $880K in Q2 2014.
722 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.