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Joseph P. Lucia & Associates’s Cardinal Health CAH Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-10
Closed -$1K – 445
2022
Q1 		$1K Buy
+10
New +$536 ﹤0.01% 418
2021
Q4 		– Sell
-40
Closed -$2K – 185
2021
Q3 		$2K Hold
40
– – ﹤0.01% 505
2021
Q2 		$2K Hold
40
– – ﹤0.01% 502
2021
Q1 		$2K Hold
40
– – ﹤0.01% 479
2020
Q4 		$2K Buy
+40
New +$2.08K ﹤0.01% 437

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's CAH Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Cardinal Health (CAH) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in CAH in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2021. 792 funds tracked by Wall St. Rank hold CAH as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining Cardinal Health position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 10 Cardinal Health shares in Q2 2022, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Cardinal Health in Q4 2020 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Cardinal Health position peaked at $2K in Q3 2021.
  • 792 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.