HeadInvest LLC’s Cardinal Health CAH Stock Holding History

HeadInvest LLC’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	-125	Closed	-$10.8K	–	296
2023 Q3	$10.8K	Buy	+125	New	+$11.3K	﹤0.01%	548

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HeadInvest LLC's CAH Position: Q4 2023 in Review

HeadInvest LLC sold out of Cardinal Health (CAH) in Q4 2023, closing a stake of 125 shares — an estimated $10.8K sold.

HeadInvest LLC first reported a position in CAH in Q3 2023 and held it in 1 quarter. The position peaked at $10.8K in Q3 2023. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

HeadInvest LLC reported no remaining Cardinal Health position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 125 Cardinal Health shares in Q4 2023, an estimated $10.8K.
HeadInvest LLC first reported a position in Cardinal Health in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Cardinal Health position peaked at $10.8K in Q3 2023.
1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.