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Minot Wealth Management’s Cardinal Health CAH Stock Holding History

Minot 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
2021
Q3 		– Sell
-5,632
Closed -$322K – 207
2021
Q2 		$322K Sell
5,632
-50,369
-90% -$2.94M 0.07% 152
2021
Q1 		$3.4M Buy
56,001
+40,047
+251% +$2.21M 0.87% 38
2020
Q4 		$854K Buy
+15,954
New +$828K 0.25% 87

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Minot Wealth Management's CAH Position: Q3 2021 in Review

Minot Wealth Management sold out of Cardinal Health (CAH) in Q3 2021, closing a stake of 5,632 shares — an estimated $322K sold.

Minot Wealth Management first reported a position in CAH in Q4 2020 and held it in 3 quarters. The position peaked at $3.4M in Q1 2021. 748 funds tracked by Wall St. Rank hold CAH as of Q3 2021.

  • Minot Wealth Management reported no remaining Cardinal Health position as of Q3 2021 after selling out during the quarter.
  • Minot Wealth Management sold 5,632 Cardinal Health shares in Q3 2021, an estimated $322K.
  • Minot Wealth Management first reported a position in Cardinal Health in Q4 2020 and held it in 3 quarters.
  • Minot Wealth Management's Cardinal Health position peaked at $3.4M in Q1 2021.
  • 748 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2021.

Based on Minot Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.