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Iron Horse Wealth Management’s Cardinal Health CAH Stock Holding History

Iron Horse Wealth 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
2023
Q4 		– Sell
-200
Closed -$17.4K – 503
2023
Q3 		$17.4K Hold
200
– – 0.01% 126
2023
Q2 		$18.9K Sell
200
-50
-20% -$4.22K 0.01% 109
2023
Q1 		$18.9K Hold
250
– – 0.01% 107
2022
Q4 		$19K Hold
250
– – 0.01% 108
2022
Q3 		$17K Hold
250
– – 0.02% 70
2022
Q2 		$13K Hold
250
– – 0.01% 115
2022
Q1 		$14K Buy
+250
New +$13.4K 0.01% 118

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

Iron Horse Wealth Management's CAH Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Cardinal Health (CAH) in Q4 2023, closing a stake of 200 shares — an estimated $17.4K sold.

Iron Horse Wealth Management first reported a position in CAH in Q1 2022 and held it in 7 quarters. The position peaked at $19K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Cardinal Health position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 200 Cardinal Health shares in Q4 2023, an estimated $17.4K.
  • Iron Horse Wealth Management first reported a position in Cardinal Health in Q1 2022 and held it in 7 quarters.
  • Iron Horse Wealth Management's Cardinal Health position peaked at $19K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.