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Kays Financial Advisory’s Cardinal Health CAH Stock Holding History

Kays Financial 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
2017
Q2 		– Sell
-12,421
Closed -$1.01M – 78
2017
Q1 		$1.01M Buy
12,421
+944
+8% +$74.3K 0.36% 45
2016
Q4 		$826K Buy
11,477
+1,107
+11% +$80K 0.32% 50
2016
Q3 		$806K Buy
+10,370
New +$838K 0.34% 42

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Kays Financial Advisory's CAH Position: Q2 2017 in Review

Kays Financial Advisory sold out of Cardinal Health (CAH) in Q2 2017, closing a stake of 12,421 shares — an estimated $1.01M sold.

Kays Financial Advisory first reported a position in CAH in Q3 2016 and held it in 3 quarters. The position peaked at $1.01M in Q1 2017. 747 funds tracked by Wall St. Rank hold CAH as of Q2 2017.

  • Kays Financial Advisory reported no remaining Cardinal Health position as of Q2 2017 after selling out during the quarter.
  • Kays Financial Advisory sold 12,421 Cardinal Health shares in Q2 2017, an estimated $1.01M.
  • Kays Financial Advisory first reported a position in Cardinal Health in Q3 2016 and held it in 3 quarters.
  • Kays Financial Advisory's Cardinal Health position peaked at $1.01M in Q1 2017.
  • 747 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2017.

Based on Kays Financial Advisory's 13F filing for Q2 2017, filed 1 Nov 2018.