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Inlet Private Wealth’s Cardinal Health CAH Stock Holding History

Inlet Private Wealth’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
-3,765
Closed -$327K – 117
2023
Q3 		$327K Sell
3,765
-2,700
-42% -$244K 0.11% 104
2023
Q2 		$611K Hold
6,465
– – 0.15% 91
2023
Q1 		$488K Sell
6,465
-250
-4% -$18.9K 0.13% 97
2022
Q4 		$516K Sell
6,715
-8,450
-56% -$642K 0.13% 97
2022
Q3 		$1.01M Buy
15,165
+2,715
+22% +$172K 0.3% 76
2022
Q2 		$651K Hold
12,450
– – 0.19% 85
2022
Q1 		$706K Sell
12,450
-15,000
-55% -$803K 0.18% 92
2021
Q4 		$1.41M Sell
27,450
-26,200
-49% -$1.29M 0.34% 72
2021
Q3 		$2.65M Sell
53,650
-18,675
-26% -$1.01M 0.71% 50
2021
Q2 		$4.13M Sell
72,325
-2,000
-3% -$117K 1.08% 33
2021
Q1 		$4.51M Sell
74,325
-1,600
-2% -$88.3K 1.29% 26
2020
Q4 		$4.07M Hold
75,925
– – 1.33% 21
2020
Q3 		$3.56M Sell
75,925
-500
-0.7% -$25.7K 1.39% 18
2020
Q2 		$3.99M Hold
76,425
– – 1.59% 15
2020
Q1 		$3.66M Buy
76,425
+2,000
+3% +$104K 1.7% 14
2019
Q4 		$3.76M Buy
74,425
+3,900
+6% +$201K 1.25% 26
2019
Q3 		$3.33M Buy
70,525
+900
+1% +$41.1K 1.23% 23
2019
Q2 		$3.31M Buy
69,625
+38,050
+121% +$1.76M 1.19% 23
2019
Q1 		$1.52M Buy
31,575
+12,700
+67% +$636K 0.61% 53
2018
Q4 		$842K Buy
+18,875
New +$984K 0.45% 57

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Inlet Private Wealth's CAH Position: Q4 2023 in Review

Inlet Private Wealth sold out of Cardinal Health (CAH) in Q4 2023, closing a stake of 3,765 shares — an estimated $327K sold.

Inlet Private Wealth first reported a position in CAH in Q4 2018 and held it in 20 quarters. The position peaked at $4.51M in Q1 2021. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

  • Inlet Private Wealth reported no remaining Cardinal Health position as of Q4 2023 after selling out during the quarter.
  • Inlet Private Wealth sold 3,765 Cardinal Health shares in Q4 2023, an estimated $327K.
  • Inlet Private Wealth first reported a position in Cardinal Health in Q4 2018 and held it in 20 quarters.
  • Inlet Private Wealth's Cardinal Health position peaked at $4.51M in Q1 2021.
  • 1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on Inlet Private Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.