Kaizen Advisory’s Cardinal Health CAH Stock Holding History

Kaizen Advisory’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
2018 Q4	$35K	Buy	791 +57	+8%	+$2.97K	0.02%	395
2018 Q3	$40K	Hold	734	–	–	0.02%	382
2018 Q2	$36K	Buy	734 +435	+145%	+$24.7K	0.02%	401
2018 Q1	$19K	Hold	299	–	–	0.02%	342
2017 Q4	$18K	Buy	+299	New	+$18.5K	0.01%	345

Other funds holding CAH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kaizen Advisory's CAH Position: Q4 2018 in Review

Kaizen Advisory increased its Cardinal Health (CAH) stake by 7.8% in Q4 2018, buying an estimated $2.97K and bringing the position to 791 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #395.

Kaizen Advisory first reported a position in CAH in Q4 2017 and has held it in 5 quarters since. The position peaked at $40K in Q3 2018. 718 funds tracked by Wall St. Rank hold CAH as of Q4 2018.

Kaizen Advisory held 791 shares of Cardinal Health worth $35K as of Q4 2018.
Kaizen Advisory bought 57 Cardinal Health shares in Q4 2018, an estimated $2.97K.
Cardinal Health made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #395 holding.
Kaizen Advisory first reported a position in Cardinal Health in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Cardinal Health position peaked at $40K in Q3 2018.
718 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.