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Glass Jacobson Investment Advisors’s Cardinal Health CAH Stock Holding History

Glass Jacobson Investment 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
2023
Q4 		– Sell
-11
Closed -$956 – 730
2023
Q3 		$956 Hold
11
– – ﹤0.01% 699
2023
Q2 		$1.04K Buy
+11
New +$929 ﹤0.01% 698
2022
Q4 		$356K Buy
+4,633
New +$352K 0.18% 149

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Glass Jacobson Investment Advisors's CAH Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Cardinal Health (CAH) in Q4 2023, closing a stake of 11 shares — an estimated $956 sold.

Glass Jacobson Investment Advisors first reported a position in CAH in Q4 2022 and held it in 3 quarters. The position peaked at $356K in Q4 2022. 1,038 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Cardinal Health position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 11 Cardinal Health shares in Q4 2023, an estimated $956.
  • Glass Jacobson Investment Advisors first reported a position in Cardinal Health in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Cardinal Health position peaked at $356K in Q4 2022.
  • 1,038 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.