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Gupta Wealth Management’s Cardinal Health CAH Stock Holding History

Gupta Wealth 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
2016
Q1 		$47K Buy
572
+240
+72% +$19.5K 0.01% 449
2015
Q4 		$30K Hold
332
– – 0.01% 566
2015
Q3 		$26K Hold
332
– – 0.01% 619
2015
Q2 		$28K Hold
332
– – 0.01% 655
2015
Q1 		$30K Buy
+332
New +$28.6K 0.01% 501

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gupta Wealth Management's CAH Position: Q1 2016 in Review

Gupta Wealth Management increased its Cardinal Health (CAH) stake by 72% in Q1 2016, buying an estimated $19.5K and bringing the position to 572 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #449.

Gupta Wealth Management first reported a position in CAH in Q1 2015 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold CAH as of Q1 2016.

  • Gupta Wealth Management held 572 shares of Cardinal Health worth $47K as of Q1 2016.
  • Gupta Wealth Management bought 240 Cardinal Health shares in Q1 2016, an estimated $19.5K.
  • Cardinal Health made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #449 holding.
  • Gupta Wealth Management first reported a position in Cardinal Health in Q1 2015 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.