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Lake Street Advisors Group’s Cardinal Health CAH Stock Holding History

Lake Street Advisors Group’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
Q4 		$311K Sell
2,625
-51
-2% -$5.95K 0.01% 436
2024
Q3 		$296K Sell
2,676
-319
-11% -$33.4K 0.01% 454
2024
Q2 		$295K Buy
2,995
+47
+2% +$4.79K 0.01% 451
2024
Q1 		$331K Sell
2,948
-77
-3% -$8.31K 0.02% 438
2023
Q4 		$306K Buy
+3,025
New +$300K 0.02% 431

Other funds holding CAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Lake Street Advisors Group's CAH Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Cardinal Health (CAH) stake by 1.9% in Q4 2024, selling an estimated $5.95K and leaving 2,625 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #436.

Lake Street Advisors Group first reported a position in CAH in Q4 2023 and has held it in 5 quarters since. The position peaked at $331K in Q1 2024. 1,098 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

  • Lake Street Advisors Group held 2,625 shares of Cardinal Health worth $311K as of Q4 2024.
  • Lake Street Advisors Group sold 51 Cardinal Health shares in Q4 2024, an estimated $5.95K.
  • Cardinal Health made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #436 holding.
  • Lake Street Advisors Group first reported a position in Cardinal Health in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Cardinal Health position peaked at $331K in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.