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Gladstone Institutional Advisory’s Cardinal Health CAH Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-3,951
Closed -$442K – 665
2024
Q1 		$442K Buy
3,951
+1,797
+83% +$194K 0.02% 445
2023
Q4 		$217K Buy
+2,154
New +$214K 0.01% 611

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gladstone Institutional Advisory's CAH Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of Cardinal Health (CAH) in Q2 2024, closing a stake of 3,951 shares — an estimated $442K sold.

Gladstone Institutional Advisory first reported a position in CAH in Q4 2023 and held it in 2 quarters. The position peaked at $442K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

  • Gladstone Institutional Advisory reported no remaining Cardinal Health position as of Q2 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,951 Cardinal Health shares in Q2 2024, an estimated $442K.
  • Gladstone Institutional Advisory first reported a position in Cardinal Health in Q4 2023 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Cardinal Health position peaked at $442K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.