Joel Isaacson & Co’s Cardinal Health CAH Stock Holding History

Joel Isaacson & Co’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
2016 Q4	–	Sell	-108	Closed	-$8K	–	653
2016 Q3	$8K	Hold	108	–	–	﹤0.01%	564
2016 Q2	$8K	Hold	108	–	–	﹤0.01%	559
2016 Q1	$9K	Hold	108	–	–	﹤0.01%	581
2015 Q4	$10K	Sell	108 -108	-50%	-$9.17K	﹤0.01%	551
2015 Q3	$17K	Hold	216	–	–	﹤0.01%	502
2015 Q2	$18K	Hold	216	–	–	﹤0.01%	515
2015 Q1	$19K	Hold	216	–	–	﹤0.01%	497
2014 Q4	$17K	Hold	216	–	–	﹤0.01%	449
2014 Q3	$16K	Hold	216	–	–	﹤0.01%	442
2014 Q2	$15K	Hold	216	–	–	﹤0.01%	434
2014 Q1	$15K	Hold	216	–	–	0.01%	439
2013 Q4	$14K	Hold	216	–	–	0.01%	404
2013 Q3	$11K	Hold	216	–	–	﹤0.01%	399
2013 Q2	$10K	Buy	+216	New	+$9.87K	﹤0.01%	376

Other funds holding CAH

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Joel Isaacson & Co's CAH Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Cardinal Health (CAH) in Q4 2016, closing a stake of 108 shares — an estimated $8K sold.

Joel Isaacson & Co first reported a position in CAH in Q2 2013 and held it in 14 quarters. The position peaked at $19K in Q1 2015. 773 funds tracked by Wall St. Rank hold CAH as of Q4 2016.

Joel Isaacson & Co reported no remaining Cardinal Health position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 108 Cardinal Health shares in Q4 2016, an estimated $8K.
Joel Isaacson & Co first reported a position in Cardinal Health in Q2 2013 and held it in 14 quarters.
Joel Isaacson & Co's Cardinal Health position peaked at $19K in Q1 2015.
773 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.