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Institutional & Family Asset Management’s Cardinal Health CAH Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$50K Hold
509
– – 0.01% 231
2024
Q1 		$57K Sell
509
-482
-49% -$52K 0.01% 225
2023
Q4 		$99.9K Sell
991
-573
-37% -$56.9K 0.02% 193
2023
Q3 		$136K Hold
1,564
– – 0.02% 154
2023
Q2 		$148K Buy
1,564
+20
+1% +$1.69K 0.02% 158
2023
Q1 		$117K Buy
1,544
+680
+79% +$51.3K 0.02% 161
2022
Q4 		$66.4K Sell
864
-125
-13% -$9.5K 0.01% 200
2022
Q3 		$66K Sell
989
-488
-33% -$30.9K 0.01% 201
2022
Q2 		$77K Hold
1,477
– – 0.01% 189
2022
Q1 		$84K Hold
1,477
– – 0.01% 211
2021
Q4 		$76K Hold
1,477
– – 0.01% 228
2021
Q3 		$73K Buy
1,477
+2
+0.1% +$108 0.01% 276
2021
Q2 		$84K Hold
1,475
– – 0.01% 266
2021
Q1 		$90K Buy
1,475
+40
+3% +$2.21K 0.02% 279
2020
Q4 		$77K Buy
1,435
+237
+20% +$12.3K 0.02% 276
2020
Q3 		$56K Sell
1,198
-118
-9% -$6.05K 0.01% 275
2020
Q2 		$69K Buy
1,316
+94
+8% +$4.85K 0.01% 272
2020
Q1 		$59K Buy
1,222
+1,182
+2,955% +$61.4K 0.01% 259
2019
Q4 		$2K Hold
40
– – ﹤0.01% 712
2019
Q3 		$2K Hold
40
– – ﹤0.01% 671
2019
Q2 		$2K Hold
40
– – ﹤0.01% 694
2019
Q1 		$2K Hold
40
– – ﹤0.01% 697
2018
Q4 		$2K Hold
40
– – ﹤0.01% 672
2018
Q3 		$2K Hold
40
– – ﹤0.01% 720
2018
Q2 		$2K Hold
40
– – ﹤0.01% 706
2018
Q1 		$3K Buy
+40
New +$2.74K ﹤0.01% 652

Other funds holding CAH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Institutional & Family Asset Management's CAH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Cardinal Health (CAH) position steady in Q2 2024 at 509 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #231.

Institutional & Family Asset Management first reported a position in CAH in Q1 2018 and has held it in 26 quarters since. The position peaked at $148K in Q2 2023. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

  • Institutional & Family Asset Management held 509 shares of Cardinal Health worth $50K as of Q2 2024.
  • Institutional & Family Asset Management left its Cardinal Health share count unchanged in Q2 2024.
  • Cardinal Health made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #231 holding.
  • Institutional & Family Asset Management first reported a position in Cardinal Health in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Cardinal Health position peaked at $148K in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.