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Lenox Wealth Advisors’s Cardinal Health CAH Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		– Sell
-16
Closed -$1K – 790
2021
Q4 		$1K Buy
+16
New +$785 ﹤0.01% 810
2021
Q3 		– Sell
-3
Closed – – 719
2021
Q2 		$0 Buy
+3
New +$175 ﹤0.01% 703
2020
Q2 		– Sell
-3
Closed – – 612
2020
Q1 		$0 Hold
3
– – ﹤0.01% 781
2019
Q4 		$0 Hold
3
– – ﹤0.01% 734
2019
Q3 		$0 Hold
3
– – ﹤0.01% 619
2019
Q2 		$0 Buy
+3
New +$138 ﹤0.01% 436

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's CAH Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Cardinal Health (CAH) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CAH in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 784 funds tracked by Wall St. Rank hold CAH as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Cardinal Health position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 16 Cardinal Health shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Cardinal Health in Q2 2019 and held it in 6 quarters.
  • Lenox Wealth Advisors's Cardinal Health position peaked at $1K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.