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Madison Wealth Management’s Cardinal Health CAH Stock Holding History

Madison 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
2020
Q4 		– Sell
-4,593
Closed -$216K – 142
2020
Q3 		$216K Sell
4,593
-1,030
-18% -$52.9K 0.06% 129
2020
Q2 		$293K Sell
5,623
-565
-9% -$29.1K 0.1% 102
2020
Q1 		$297K Sell
6,188
-440
-7% -$22.8K 0.12% 95
2019
Q4 		$335K Buy
+6,628
New +$342K 0.1% 112

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's CAH Position: Q4 2020 in Review

Madison Wealth Management sold out of Cardinal Health (CAH) in Q4 2020, closing a stake of 4,593 shares — an estimated $216K sold.

Madison Wealth Management first reported a position in CAH in Q4 2019 and held it in 4 quarters. The position peaked at $335K in Q4 2019. 779 funds tracked by Wall St. Rank hold CAH as of Q4 2020.

  • Madison Wealth Management reported no remaining Cardinal Health position as of Q4 2020 after selling out during the quarter.
  • Madison Wealth Management sold 4,593 Cardinal Health shares in Q4 2020, an estimated $216K.
  • Madison Wealth Management first reported a position in Cardinal Health in Q4 2019 and held it in 4 quarters.
  • Madison Wealth Management's Cardinal Health position peaked at $335K in Q4 2019.
  • 779 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2020.

Based on Madison Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.