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Liberty Wealth Management’s Cardinal Health CAH Stock Holding History

Liberty 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
2021
Q4 		– Sell
-283
Closed -$14K – 297
2021
Q3 		$14K Buy
283
+83
+42% +$4.5K 0.01% 733
2021
Q2 		$11K Buy
200
+65
+48% +$3.8K ﹤0.01% 625
2021
Q1 		$7K Hold
135
– – ﹤0.01% 650
2020
Q4 		$7K Buy
135
+70
+108% +$3.63K ﹤0.01% 643
2020
Q3 		$3K Hold
65
– – ﹤0.01% 696
2020
Q2 		$3K Sell
65
-570
-90% -$29.4K ﹤0.01% 686
2020
Q1 		$30K Buy
635
+479
+307% +$24.9K 0.03% 283
2019
Q4 		$8K Buy
156
+2
+1% +$103 0.01% 578
2019
Q3 		$7K Sell
154
-80
-34% -$3.65K 0.01% 574
2019
Q2 		$11K Sell
234
-50
-18% -$2.31K 0.01% 495
2019
Q1 		$13K Sell
284
-234
-45% -$11.7K 0.01% 394
2018
Q4 		$23K Buy
+518
New +$27K 0.02% 298

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's CAH Position: Q4 2021 in Review

Liberty Wealth Management sold out of Cardinal Health (CAH) in Q4 2021, closing a stake of 283 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in CAH in Q4 2018 and held it in 12 quarters. The position peaked at $30K in Q1 2020. 780 funds tracked by Wall St. Rank hold CAH as of Q4 2021.

  • Liberty Wealth Management reported no remaining Cardinal Health position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 283 Cardinal Health shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Cardinal Health in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Cardinal Health position peaked at $30K in Q1 2020.
  • 780 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.