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Klingman & Associates’s Cardinal Health CAH Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-918
Closed -$71K – 132
2016
Q3 		$71K Hold
918
– – 0.02% 162
2016
Q2 		$72K Hold
918
– – 0.02% 163
2016
Q1 		$75K Hold
918
– – 0.03% 161
2015
Q4 		$82K Sell
918
-3,800
-81% -$323K 0.03% 177
2015
Q3 		$362K Buy
4,718
+3,800
+414% +$318K 0.14% 75
2015
Q2 		$77K Hold
918
– – 0.03% 153
2015
Q1 		$83K Hold
918
– – 0.03% 142
2014
Q4 		$74K Buy
+918
New +$72.5K 0.03% 150

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Klingman & Associates's CAH Position: Q4 2016 in Review

Klingman & Associates sold out of Cardinal Health (CAH) in Q4 2016, closing a stake of 918 shares — an estimated $71K sold.

Klingman & Associates first reported a position in CAH in Q4 2014 and held it in 8 quarters. The position peaked at $362K in Q3 2015. 773 funds tracked by Wall St. Rank hold CAH as of Q4 2016.

  • Klingman & Associates reported no remaining Cardinal Health position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 918 Cardinal Health shares in Q4 2016, an estimated $71K.
  • Klingman & Associates first reported a position in Cardinal Health in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's Cardinal Health position peaked at $362K in Q3 2015.
  • 773 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.