Loring Wolcott & Coolidge Fiduciary Advisors’s Cardinal Health CAH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q3	–	Sell	-51	Closed	-$3K	–	781
2021 Q2	$3K	Buy	+51	New	+$2.98K	﹤0.01%	781
2021 Q1	–	Sell	-43	Closed	-$2K	–	369
2020 Q4	$2K	Buy	+43	New	+$2.23K	﹤0.01%	740
2020 Q1	–	Sell	-550	Closed	-$28K	–	654
2019 Q4	$28K	Hold	550	–	–	﹤0.01%	489
2019 Q3	$26K	Hold	550	–	–	﹤0.01%	486
2019 Q2	$26K	Hold	550	–	–	﹤0.01%	485
2019 Q1	$26K	Hold	550	–	–	﹤0.01%	484
2018 Q4	$25K	Buy	550 +20	+4%	+$1.04K	﹤0.01%	480
2018 Q3	$29K	Hold	530	–	–	﹤0.01%	464
2018 Q2	$26K	Sell	530 -473	-47%	-$26.8K	﹤0.01%	483
2018 Q1	$63K	Hold	1,003	–	–	﹤0.01%	417
2017 Q4	$61K	Hold	1,003	–	–	﹤0.01%	412
2017 Q3	$67K	Sell	1,003 -200	-17%	-$14.1K	﹤0.01%	399
2017 Q2	$93K	Hold	1,203	–	–	﹤0.01%	364
2017 Q1	$99K	Sell	1,203 -1,277	-51%	-$101K	﹤0.01%	349
2016 Q4	$178K	Hold	2,480	–	–	﹤0.01%	277
2016 Q3	$193K	Hold	2,480	–	–	﹤0.01%	262
2016 Q2	$193K	Buy	2,480 +530	+27%	+$42.3K	﹤0.01%	259
2016 Q1	$160K	Sell	1,950 -5,000	-72%	-$407K	﹤0.01%	262
2015 Q4	$620K	Buy	6,950 +1,750	+34%	+$149K	0.02%	181
2015 Q3	$435K	Hold	5,200	–	–	0.01%	212
2015 Q2	$435K	Hold	5,200	–	–	0.01%	212
2015 Q1	$469K	Sell	5,200 -3,000	-37%	-$258K	0.01%	214
2014 Q4	$662K	Buy	8,200 +8,000	+4,000%	+$632K	0.02%	176
2014 Q3	$15K	Hold	200	–	–	﹤0.01%	499
2014 Q2	$14K	Hold	200	–	–	﹤0.01%	531
2014 Q1	$14K	Hold	200	–	–	﹤0.01%	516
2013 Q4	$13K	Hold	200	–	–	﹤0.01%	504
2013 Q3	$10K	Hold	200	–	–	﹤0.01%	494
2013 Q2	$9K	Buy	+200	New	+$9.13K	﹤0.01%	538

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CAH Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cardinal Health (CAH) in Q3 2021, closing a stake of 51 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CAH in Q2 2013 and held it in 29 quarters. The position peaked at $662K in Q4 2014. 749 funds tracked by Wall St. Rank hold CAH as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cardinal Health position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 51 Cardinal Health shares in Q3 2021, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cardinal Health in Q2 2013 and held it in 29 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Cardinal Health position peaked at $662K in Q4 2014.
749 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.