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Lake Point Wealth Management’s Cardinal Health CAH Stock Holding History

Lake Point 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
2020
Q1 		$1K Hold
30
– – ﹤0.01% 304
2019
Q4 		$2K Buy
+30
New +$1.55K ﹤0.01% 473
2019
Q2 		$1K Hold
30
– – ﹤0.01% 595
2019
Q1 		$1K Hold
30
– – ﹤0.01% 595
2018
Q4 		$1K Buy
+30
New +$1.56K ﹤0.01% 741

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Point Wealth Management's CAH Position: Q1 2020 in Review

Lake Point Wealth Management held its Cardinal Health (CAH) position steady in Q1 2020 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Lake Point Wealth Management first reported a position in CAH in Q4 2018 and has held it in 5 quarters since. The position peaked at $2K in Q4 2019. 721 funds tracked by Wall St. Rank hold CAH as of Q1 2020.

  • Lake Point Wealth Management held 30 shares of Cardinal Health worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its Cardinal Health share count unchanged in Q1 2020.
  • Cardinal Health made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #304 holding.
  • Lake Point Wealth Management first reported a position in Cardinal Health in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Cardinal Health position peaked at $2K in Q4 2019.
  • 721 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.