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Hefty Wealth Partners’s Cardinal Health CAH Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$187K Buy
+2,979
New +$204K 0.12% 89
2017
Q1 		– Sell
-9,977
Closed -$718K – 247
2016
Q4 		$718K Buy
+9,977
New +$721K 0.6% 48

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hefty Wealth Partners's CAH Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Cardinal Health (CAH) in Q1 2018: 2,979 shares worth $187K. The stake represents 0.12% of the portfolio and ranks #89 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in CAH as recently as Q4 2016.

Hefty Wealth Partners first reported a position in CAH in Q4 2016 and has held it in 2 quarters since. The position peaked at $718K in Q4 2016. 736 funds tracked by Wall St. Rank hold CAH as of Q1 2018.

  • Hefty Wealth Partners held 2,979 shares of Cardinal Health worth $187K as of Q1 2018.
  • Cardinal Health was a new Hefty Wealth Partners position in Q1 2018.
  • Cardinal Health made up 0.12% of Hefty Wealth Partners's portfolio in Q1 2018, its #89 holding.
  • Hefty Wealth Partners first reported a position in Cardinal Health in Q4 2016 and has held it in 2 quarters since.
  • Hefty Wealth Partners's Cardinal Health position peaked at $718K in Q4 2016.
  • 736 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.