Heritage Financial Services’s Cardinal Health CAH Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-51	Closed	-$2K	–	121
2022 Q2	$2K	Buy	+51	New	+$2.9K	﹤0.01%	412

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

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

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

Heritage Financial Services's CAH Position: Q3 2022 in Review

Heritage Financial Services sold out of Cardinal Health (CAH) in Q3 2022, closing a stake of 51 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in CAH in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 849 funds tracked by Wall St. Rank hold CAH as of Q3 2022.

Heritage Financial Services reported no remaining Cardinal Health position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 51 Cardinal Health shares in Q3 2022, an estimated $2K.
Heritage Financial Services first reported a position in Cardinal Health in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Cardinal Health position peaked at $2K in Q2 2022.
849 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.