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Loeb Offshore Management’s Cardinal Health CAH Stock Holding History

Loeb Offshore 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
2014
Q1 		– Sell
-5,844
Closed -$390K – 184
2013
Q4 		$390K Sell
5,844
-425
-7% -$26K 0.11% 139
2013
Q3 		$327K Buy
6,269
+1,369
+28% +$69.5K 0.1% 157
2013
Q2 		$231K Buy
+4,900
New +$224K 0.12% 111

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Loeb Offshore Management's CAH Position: Q1 2014 in Review

Loeb Offshore Management sold out of Cardinal Health (CAH) in Q1 2014, closing a stake of 5,844 shares — an estimated $390K sold.

Loeb Offshore Management first reported a position in CAH in Q2 2013 and held it in 3 quarters. The position peaked at $390K in Q4 2013. 652 funds tracked by Wall St. Rank hold CAH as of Q1 2014.

  • Loeb Offshore Management reported no remaining Cardinal Health position as of Q1 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 5,844 Cardinal Health shares in Q1 2014, an estimated $390K.
  • Loeb Offshore Management first reported a position in Cardinal Health in Q2 2013 and held it in 3 quarters.
  • Loeb Offshore Management's Cardinal Health position peaked at $390K in Q4 2013.
  • 652 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2014.

Based on Loeb Offshore Management's 13F filing for Q1 2014, filed 15 May 2014.