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Morningstar Investment Management’s Cardinal Health CAH Stock Holding History

Morningstar Investment 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
2024
Q3 		– Sell
-2,248
Closed -$221K – 220
2024
Q2 		$221K Hold
2,248
– – 0.02% 183
2024
Q1 		$252K Hold
2,248
– – 0.03% 170
2023
Q4 		$227K Buy
+2,248
New +$223K 0.03% 177
2023
Q3 		– Sell
-2,267
Closed -$214K – 169
2023
Q2 		$214K Buy
+2,267
New +$191K 0.03% 160

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Management's CAH Position: Q3 2024 in Review

Morningstar Investment Management sold out of Cardinal Health (CAH) in Q3 2024, closing a stake of 2,248 shares — an estimated $221K sold.

Morningstar Investment Management first reported a position in CAH in Q2 2023 and held it in 4 quarters. The position peaked at $252K in Q1 2024. 1,016 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • Morningstar Investment Management reported no remaining Cardinal Health position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 2,248 Cardinal Health shares in Q3 2024, an estimated $221K.
  • Morningstar Investment Management first reported a position in Cardinal Health in Q2 2023 and held it in 4 quarters.
  • Morningstar Investment Management's Cardinal Health position peaked at $252K in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.