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Legacy Financial Strategies’s Cardinal Health CAH Stock Holding History

Legacy Financial Strategies’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
2019
Q2 		– Sell
-12,225
Closed -$589K – 59
2019
Q1 		$589K Buy
12,225
+3,104
+34% +$156K 0.5% 36
2018
Q4 		$407K Sell
9,121
-1,050
-10% -$54.7K 0.4% 38
2018
Q3 		$577K Buy
10,171
+3,147
+45% +$161K 0.59% 20
2018
Q2 		$343K Buy
7,024
+1,000
+17% +$56.7K 0.31% 68
2018
Q1 		$378K Buy
6,024
+2,200
+58% +$151K 0.37% 62
2017
Q4 		$234K Buy
+3,824
New +$236K 0.25% 87

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Strategies's CAH Position: Q2 2019 in Review

Legacy Financial Strategies sold out of Cardinal Health (CAH) in Q2 2019, closing a stake of 12,225 shares — an estimated $589K sold.

Legacy Financial Strategies first reported a position in CAH in Q4 2017 and held it in 6 quarters. The position peaked at $589K in Q1 2019. 686 funds tracked by Wall St. Rank hold CAH as of Q2 2019.

  • Legacy Financial Strategies reported no remaining Cardinal Health position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Strategies sold 12,225 Cardinal Health shares in Q2 2019, an estimated $589K.
  • Legacy Financial Strategies first reported a position in Cardinal Health in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Strategies's Cardinal Health position peaked at $589K in Q1 2019.
  • 686 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2019.

Based on Legacy Financial Strategies's 13F filing for Q2 2019, filed 15 Jul 2019.