KJWM
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Kiley Juergens Wealth Management’s Cardinal Health CAH Stock Holding History

Kiley Juergens Wealth Management’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 		– Sell
-1,427
Closed -$77K – 125
2018
Q3 		$77K Buy
1,427
+1,068
+297% +$54.7K 0.06% 184
2018
Q2 		$17K Buy
+359
New +$20.4K 0.02% 350
2018
Q1 		– Sell
-361
Closed -$22K – 159
2017
Q4 		$22K Buy
+361
New +$22.3K 0.02% 332

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kiley Juergens Wealth Management's CAH Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Cardinal Health (CAH) in Q4 2018, closing a stake of 1,427 shares — an estimated $77K sold.

Kiley Juergens Wealth Management first reported a position in CAH in Q4 2017 and held it in 3 quarters. The position peaked at $77K in Q3 2018. 718 funds tracked by Wall St. Rank hold CAH as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Cardinal Health position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,427 Cardinal Health shares in Q4 2018, an estimated $77K.
  • Kiley Juergens Wealth Management first reported a position in Cardinal Health in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Cardinal Health position peaked at $77K in Q3 2018.
  • 718 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.