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MPS Loria Financial Planners’s Cardinal Health CAH Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-646
Closed -$39K – 167
2021
Q1 		$39K Buy
646
+1
+0.2% +$55 0.02% 182
2020
Q4 		$34K Buy
645
+32
+5% +$1.66K 0.02% 188
2020
Q3 		$29K Buy
613
+2
+0.3% +$103 0.02% 178
2020
Q2 		$32K Buy
+611
New +$31.5K 0.02% 171
2017
Q3 		– Sell
-390
Closed -$26K – 119
2017
Q2 		$26K Buy
+390
New +$29.4K 0.02% 208

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MPS Loria Financial Planners's CAH Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Cardinal Health (CAH) in Q2 2021, closing a stake of 646 shares — an estimated $39K sold.

MPS Loria Financial Planners first reported a position in CAH in Q2 2017 and held it in 5 quarters. The position peaked at $39K in Q1 2021. 790 funds tracked by Wall St. Rank hold CAH as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Cardinal Health position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 646 Cardinal Health shares in Q2 2021, an estimated $39K.
  • MPS Loria Financial Planners first reported a position in Cardinal Health in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Cardinal Health position peaked at $39K in Q1 2021.
  • 790 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.