Halpern Financial’s Cardinal Health CAH Stock Holding History

Halpern Financial’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
2021 Q3	–	Sell	-35	Closed	-$2K	–	261
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	220
2021 Q1	$2.13K	Buy	+35	New	+$1.93K	﹤0.01%	217

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Halpern Financial's CAH Position: Q3 2021 in Review

Halpern Financial sold out of Cardinal Health (CAH) in Q3 2021, closing a stake of 35 shares — an estimated $2K sold.

Halpern Financial first reported a position in CAH in Q1 2021 and held it in 2 quarters. The position peaked at $2.13K in Q1 2021. 748 funds tracked by Wall St. Rank hold CAH as of Q3 2021.

Halpern Financial reported no remaining Cardinal Health position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 35 Cardinal Health shares in Q3 2021, an estimated $2K.
Halpern Financial first reported a position in Cardinal Health in Q1 2021 and held it in 2 quarters.
Halpern Financial's Cardinal Health position peaked at $2.13K in Q1 2021.
748 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.