LVW Advisors’s Cardinal Health CAH Stock Holding History

LVW 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
2024 Q2	–	Sell	-7,830	Closed	-$876K	–	296
2024 Q1	$876K	Sell	7,830 -590	-7%	-$63.7K	0.15%	106
2023 Q4	$849K	Buy	8,420 +4,299	+104%	+$427K	0.16%	97
2023 Q3	$358K	Buy	+4,121	New	+$373K	0.07%	158

Other funds holding CAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LVW Advisors's CAH Position: Q2 2024 in Review

LVW Advisors sold out of Cardinal Health (CAH) in Q2 2024, closing a stake of 7,830 shares — an estimated $876K sold.

LVW Advisors first reported a position in CAH in Q3 2023 and held it in 3 quarters. The position peaked at $876K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

LVW Advisors reported no remaining Cardinal Health position as of Q2 2024 after selling out during the quarter.
LVW Advisors sold 7,830 Cardinal Health shares in Q2 2024, an estimated $876K.
LVW Advisors first reported a position in Cardinal Health in Q3 2023 and held it in 3 quarters.
LVW Advisors's Cardinal Health position peaked at $876K in Q1 2024.
1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on LVW Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.