Karpas Strategies’s Cardinal Health CAH Stock Holding History

Karpas Strategies’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
2024 Q2	$241K	Hold	2,453	–	–	0.08%	112
2024 Q1	$274K	Hold	2,453	–	–	0.09%	106
2023 Q4	$247K	Hold	2,453	–	–	0.08%	107
2023 Q3	$213K	Sell	2,453 -300	-11%	-$27.1K	0.08%	112
2023 Q2	$260K	Hold	2,753	–	–	0.09%	110
2023 Q1	$208K	Hold	2,753	–	–	0.07%	115
2022 Q4	$212K	Buy	+2,753	New	+$209K	0.07%	111
2018 Q4	–	Sell	-3,753	Closed	-$203K	–	117
2018 Q3	$203K	Buy	+3,753	New	+$192K	0.08%	117
2018 Q2	–	Sell	-3,753	Closed	-$235K	–	119
2018 Q1	$235K	Hold	3,753	–	–	0.1%	108
2017 Q4	$230K	Hold	3,753	–	–	0.1%	112
2017 Q3	$251K	Hold	3,753	–	–	0.11%	107
2017 Q2	$292K	Hold	3,753	–	–	0.13%	98
2017 Q1	$306K	Hold	3,753	–	–	0.14%	97
2016 Q4	$270K	Hold	3,753	–	–	0.13%	99
2016 Q3	$292K	Hold	3,753	–	–	0.14%	95
2016 Q2	$293K	Hold	3,753	–	–	0.15%	92
2016 Q1	$308K	Hold	3,753	–	–	0.16%	92
2015 Q4	$335K	Hold	3,753	–	–	0.18%	85
2015 Q3	$288K	Hold	3,753	–	–	0.16%	96
2015 Q2	$314K	Hold	3,753	–	–	0.16%	93
2015 Q1	$339K	Hold	3,753	–	–	0.16%	91
2014 Q4	$303K	Hold	3,753	–	–	0.15%	94
2014 Q3	$281K	Hold	3,753	–	–	0.14%	96
2014 Q2	$257K	Hold	3,753	–	–	0.13%	100
2014 Q1	$263K	Hold	3,753	–	–	0.14%	98
2013 Q4	$251K	Buy	+3,753	New	+$229K	0.14%	95

Other funds holding CAH

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Karpas Strategies's CAH Position: Q2 2024 in Review

Karpas Strategies held its Cardinal Health (CAH) position steady in Q2 2024 at 2,453 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #112.

Karpas Strategies first reported a position in CAH in Q4 2013 and has held it in 26 quarters since. The position peaked at $339K in Q1 2015. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

Karpas Strategies held 2,453 shares of Cardinal Health worth $241K as of Q2 2024.
Karpas Strategies left its Cardinal Health share count unchanged in Q2 2024.
Cardinal Health made up 0.08% of Karpas Strategies's portfolio in Q2 2024, its #112 holding.
Karpas Strategies first reported a position in Cardinal Health in Q4 2013 and has held it in 26 quarters since.
Karpas Strategies's Cardinal Health position peaked at $339K in Q1 2015.
1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.