JP Morgan Private Wealth Advisors’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.64M | Buy |
+99,501
| New | +$8.99M | 0.02% | 397 |
|
|
2023
Q2 | – | Sell |
-110,401
| Closed | -$8.34M | – | 1542 |
|
|
2023
Q1 | $8.34M | Sell |
110,401
-58,292
| -35% | -$4.4M | 0.02% | 471 |
|
|
2022
Q4 | $13M | Buy |
168,693
+75,155
| +80% | +$5.71M | 0.03% | 378 |
|
|
2022
Q3 | $6.24M | Buy |
93,538
+7,842
| +9% | +$497K | 0.02% | 506 |
|
|
2022
Q2 | $4.48M | Buy |
85,696
+8,036
| +10% | +$457K | 0.01% | 598 |
|
|
2022
Q1 | $4.4M | Buy |
77,660
+36,418
| +88% | +$1.95M | 0.01% | 659 |
|
|
2021
Q4 | $2.12M | Sell |
41,242
-2,176
| -5% | -$107K | ﹤0.01% | 887 |
|
|
2021
Q3 | $2.15M | Buy |
43,418
+5,306
| +14% | +$288K | 0.01% | 870 |
|
|
2021
Q2 | $2.18M | Buy |
38,112
+1,912
| +5% | +$112K | 0.01% | 842 |
|
|
2021
Q1 | $2.2M | Sell |
36,200
-1,088
| -3% | -$60.1K | 0.01% | 736 |
|
|
2020
Q4 | $2M | Sell |
37,288
-3,054
| -8% | -$158K | 0.01% | 725 |
|
|
2020
Q3 | $1.89M | Buy |
40,342
+330
| +0.8% | +$16.9K | 0.01% | 667 |
|
|
2020
Q2 | $2.09M | Sell |
40,012
-24,063
| -38% | -$1.24M | 0.01% | 572 |
|
|
2020
Q1 | $3.07M | Sell |
64,075
-9,784
| -13% | -$508K | 0.02% | 446 |
|
|
2019
Q4 | $3.73M | Buy |
73,859
+1,813
| +3% | +$93.6K | 0.02% | 484 |
|
|
2019
Q3 | $3.4M | Buy |
72,046
+16,302
| +29% | +$744K | 0.02% | 487 |
|
|
2019
Q2 | $2.63M | Buy |
55,744
+20,242
| +57% | +$934K | 0.01% | 532 |
|
|
2019
Q1 | $1.71M | Buy |
35,502
+9,624
| +37% | +$482K | 0.01% | 652 |
|
|
2018
Q4 | $1.15M | Buy |
25,878
+11,683
| +82% | +$609K | 0.01% | 709 |
|
|
2018
Q3 | $766K | Sell |
14,195
-2,037
| -13% | -$104K | ﹤0.01% | 920 |
|
|
2018
Q2 | $792K | Buy |
16,232
+312
| +2% | +$17.7K | ﹤0.01% | 844 |
|
|
2018
Q1 | $999K | Sell |
15,920
-172
| -1% | -$11.8K | 0.01% | 650 |
|
|
2017
Q4 | $986K | Sell |
16,092
-2,209
| -12% | -$137K | 0.01% | 659 |
|
|
2017
Q3 | $1.23M | Sell |
18,301
-2,158
| -11% | -$153K | 0.01% | 581 |
|
|
2017
Q2 | $1.59M | Buy |
20,459
+9,412
| +85% | +$710K | 0.01% | 510 |
|
|
2017
Q1 | $901K | Sell |
11,047
-2,295
| -17% | -$181K | 0.01% | 663 |
|
|
2016
Q4 | $960K | Sell |
13,342
-17,882
| -57% | -$1.29M | 0.01% | 605 |
|
|
2016
Q3 | $2.43M | Buy |
31,224
+2,014
| +7% | +$163K | 0.02% | 394 |
|
|
2016
Q2 | $2.28M | Buy |
29,210
+2,157
| +8% | +$172K | 0.02% | 413 |
|
|
2016
Q1 | $2.22M | Buy |
27,053
+17,917
| +196% | +$1.46M | 0.02% | 376 |
|
|
2015
Q4 | $816K | Sell |
9,136
-3,217
| -26% | -$273K | 0.01% | 568 |
|
|
2015
Q3 | $949K | Buy |
12,353
+1,333
| +12% | +$111K | 0.01% | 481 |
|
|
2015
Q2 | $922K | Buy |
11,020
+793
| +8% | +$70K | 0.01% | 522 |
|
|
2015
Q1 | $923K | Buy |
10,227
+1,933
| +23% | +$166K | 0.01% | 543 |
|
|
2014
Q4 | $670K | Buy |
8,294
+1,437
| +21% | +$113K | 0.01% | 625 |
|
|
2014
Q3 | $514K | Sell |
6,857
-199
| -3% | -$14.5K | 0.01% | 682 |
|
|
2014
Q2 | $484K | Buy |
7,056
+717
| +11% | +$48.8K | 0.01% | 574 |
|
|
2014
Q1 | $444K | Sell |
6,339
-368
| -5% | -$25.6K | 0.01% | 607 |
|
|
2013
Q4 | $448K | Buy |
6,707
+69
| +1% | +$4.22K | 0.01% | 469 |
|
|
2013
Q3 | $346K | Buy |
6,638
+1,971
| +42% | +$100K | 0.01% | 490 |
|
|
2013
Q2 | $220K | Buy |
+4,667
| New | +$213K | 0.01% | 552 |
|
Other funds holding CAH
JP Morgan Private Wealth Advisors's CAH Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Cardinal Health (CAH) in Q3 2023: 99,501 shares worth $8.64M. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CAH as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in CAH in Q2 2013 and has held it in 41 quarters since. The position peaked at $13M in Q4 2022. 949 funds tracked by Wall St. Rank hold CAH as of Q3 2023.
- JP Morgan Private Wealth Advisors held 99,501 shares of Cardinal Health worth $8.64M as of Q3 2023.
- Cardinal Health was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Cardinal Health made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #397 holding.
- JP Morgan Private Wealth Advisors first reported a position in Cardinal Health in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Cardinal Health position peaked at $13M in Q4 2022.
- 949 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.