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Lyons Wealth Management’s Cardinal Health CAH Stock Holding History

Lyons 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
2016
Q3 		– Sell
-9,440
Closed -$735K – 62
2016
Q2 		$735K Buy
9,440
+645
+7% +$51.4K 1.11% 25
2016
Q1 		$720K Sell
8,795
-2,129
-19% -$173K 1.03% 27
2015
Q4 		$976K Buy
+10,924
New +$928K 1.25% 14
2013
Q3 		– Sell
-6,959
Closed -$329K – 79
2013
Q2 		$329K Buy
+6,959
New +$318K 0.33% 33

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyons Wealth Management's CAH Position: Q3 2016 in Review

Lyons Wealth Management sold out of Cardinal Health (CAH) in Q3 2016, closing a stake of 9,440 shares — an estimated $735K sold.

Lyons Wealth Management first reported a position in CAH in Q2 2013 and held it in 4 quarters. The position peaked at $976K in Q4 2015. 772 funds tracked by Wall St. Rank hold CAH as of Q3 2016.

  • Lyons Wealth Management reported no remaining Cardinal Health position as of Q3 2016 after selling out during the quarter.
  • Lyons Wealth Management sold 9,440 Cardinal Health shares in Q3 2016, an estimated $735K.
  • Lyons Wealth Management first reported a position in Cardinal Health in Q2 2013 and held it in 4 quarters.
  • Lyons Wealth Management's Cardinal Health position peaked at $976K in Q4 2015.
  • 772 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2016.

Based on Lyons Wealth Management's 13F filing for Q3 2016, filed 7 Nov 2016.